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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 | $6,263 | $202,463-96.9% | $169,397-96.3% | $139,487-95.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 18.66% | 532.64%-514.0pp | 406.23%-387.6pp | 373.84%-355.2pp |
| Employer contribution / active EE | $2,500 | $4,694-46.7% | $4,013-37.7% | $4,755-47.4% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $710 | $10,726-93.4% | $9,017-92.1% | $11,407-93.8% |