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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 | $13,800 | $106,003-87.0% | $92,236-85.0% | $147,585-90.6% |
| Participation rate | 95.5% | 80.4%+15.0pp | 76.5%+19.0pp | 82.8%+12.6pp |
| Annual return | 64.03% | 50.05%+14.0pp | 176.29%-112.3pp | 578.57%-514.5pp |
| Employer contribution / active EE | $27,145 | $4,333+526.5% | $3,679+637.8% | $4,876+456.7% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,549 | $6,333-75.5% | $5,194-70.2% | $10,885-85.8% |