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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 | $17,723 | $184,000-90.4% | $162,185-89.1% | $152,909-88.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 14.24% | 150.80%-136.6pp | 115.61%-101.4pp | 345.46%-331.2pp |
| Employer contribution / active EE | $2,519 | $6,370-60.5% | $5,613-55.1% | $4,764-47.1% |
| Participant deferral / active EE | $1,878 | $8,033-76.6% | $7,297-74.3% | $5,851-67.9% |
| Admin fee / account holder | $7,018 | $13,124-46.5% | $10,844-35.3% | $11,601-39.5% |