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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 | $38,268 | $98,982-61.3% | $162,185-76.4% | $65,186-41.3% |
| Participation rate | 71.5% | 85.8%-14.3pp | 87.6%-16.1pp | 70.2%+1.3pp |
| Annual return | 634.24% | 24.84%+609.4pp | 115.61%+518.6pp | 29.39%+604.9pp |
| Employer contribution / active EE | $1,648 | $3,467-52.5% | $5,613-70.6% | $2,177-24.3% |
| Participant deferral / active EE | $3,040 | $5,384-43.5% | $7,297-58.3% | $3,514-13.5% |
| Admin fee / account holder | $5,883 | $596+886.5% | $10,844-45.7% | $847+594.4% |