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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 | $16,869 | $160,028-89.5% | $147,080-88.5% | $145,884-88.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.51% | 98.60%-82.1pp | 420.17%-403.7pp | 551.85%-535.3pp |
| Employer contribution / active EE | $2,316 | $5,286-56.2% | $4,933-53.1% | $4,662-50.3% |
| Participant deferral / active EE | $2,506 | $8,422-70.2% | $8,066-68.9% | $6,690-62.5% |
| Admin fee / account holder | $523 | $15,030-96.5% | $12,989-96.0% | $13,392-96.1% |