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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 | $15,038 | $198,461-92.4% | $170,436-91.2% | $147,585-89.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 86.83% | 257.30%-170.5pp | 205.94%-119.1pp | 578.57%-491.7pp |
| Employer contribution / active EE | $5,190 | $6,184-16.1% | $5,433-4.5% | $4,876+6.4% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,430 | $16,852-91.5% | $13,880-89.7% | $10,885-86.9% |