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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 | $16,681 | $160,040-89.6% | $147,096-88.7% | $145,877-88.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 59.55% | 98.49%-38.9pp | 419.75%-360.2pp | 551.28%-491.7pp |
| Employer contribution / active EE | $2,355 | $5,289-55.5% | $4,936-52.3% | $4,663-49.5% |
| Participant deferral / active EE | $1,985 | $8,429-76.5% | $8,071-75.4% | $6,691-70.3% |
| Admin fee / account holder | $3,126 | $15,050-79.2% | $13,005-76.0% | $13,402-76.7% |