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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 | $238,907 | $263,436-9.3% | $305,030-21.7% | $254,173-6.0% |
| Participation rate | 100.0% | 47.8%+52.2pp | 44.7%+55.3pp | 43.0%+57.0pp |
| Annual return | 11.93% | 288.76%-276.8pp | 380.66%-368.7pp | 259.17%-247.2pp |
| Employer contribution / active EE | $100,000 | $47,316+111.3% | $45,083+121.8% | $41,471+141.1% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $1,158 | $13,313-91.3% | $12,800-91.0% | $21,502-94.6% |