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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 | $10,155 | $157,296-93.5% | $141,191-92.8% | $152,897-93.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 38.01% | 64.34%-26.3pp | 71.41%-33.4pp | 345.43%-307.4pp |
| Employer contribution / active EE | $2,891 | $5,262-45.1% | $4,736-39.0% | $4,764-39.3% |
| Participant deferral / active EE | $2,233 | $7,111-68.6% | $6,710-66.7% | $5,851-61.8% |
| Admin fee / account holder | $16,966 | $12,125+39.9% | $10,264+65.3% | $11,599+46.3% |