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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 | $208,858 | $224,072-6.8% | $220,428-5.2% | $254,510-17.9% |
| Participation rate | 100.0% | 49.1%+50.9pp | 43.5%+56.5pp | 43.0%+57.0pp |
| Annual return | 8.73% | 99.74%-91.0pp | 90.61%-81.9pp | 259.14%-250.4pp |
| Employer contribution / active EE | $60,400 | $35,080+72.2% | $32,730+84.5% | $41,471+45.6% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $6,452 | $13,610-52.6% | $12,805-49.6% | $21,546-70.1% |