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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 | $9,030 | $217,432-95.8% | $185,849-95.1% | $167,536-94.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 66.12% | 148.42%-82.3pp | 122.10%-56.0pp | 478.82%-412.7pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,851 | $6,357-70.9% | $5,569-66.8% | $6,342-70.8% |
| Admin fee / account holder | $1,547 | $19,818-92.2% | $16,244-90.5% | $12,315-87.4% |