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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 | $9,164 | $99,011-90.7% | $86,582-89.4% | $147,586-93.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.90% | 1312.75%-1294.8pp | 965.08%-947.2pp | 578.59%-560.7pp |
| Employer contribution / active EE | $2,614 | $3,132-16.5% | $2,839-7.9% | $4,876-46.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $333 | $5,709-94.2% | $4,904-93.2% | $10,886-96.9% |