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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 | $32,686 | $289,211-88.7% | $260,467-87.5% | $198,609-83.5% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 13.65% | 112.90%-99.3pp | 100.60%-87.0pp | 202.70%-189.1pp |
| Employer contribution / active EE | $9,602 | $4,663+105.9% | $4,239+126.5% | $5,055+89.9% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,084 | $16,236-81.0% | $15,461-80.1% | $19,030-83.8% |