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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 | $25,724 | $184,000-86.0% | $162,185-84.1% | $152,909-83.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 16.95% | 150.80%-133.8pp | 115.61%-98.7pp | 345.46%-328.5pp |
| Employer contribution / active EE | $2,721 | $6,370-57.3% | $5,613-51.5% | $4,764-42.9% |
| Participant deferral / active EE | $2,329 | $8,033-71.0% | $7,297-68.1% | $5,851-60.2% |
| Admin fee / account holder | $7,001 | $13,124-46.7% | $10,844-35.4% | $11,601-39.7% |