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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,562 | $104,953-89.0% | $84,637-86.3% | $152,909-92.4% |
| Participation rate | 78.9% | 74.8%+4.1pp | 68.2%+10.7pp | 82.5%-3.5pp |
| Annual return | 12.36% | 373.94%-361.6pp | 258.82%-246.5pp | 345.46%-333.1pp |
| Employer contribution / active EE | $3,977 | $3,304+20.4% | $2,653+49.9% | $4,764-16.5% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,887 | $6,244-21.7% | $4,914-0.6% | $11,601-57.9% |