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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 | $13,855 | $202,342-93.2% | $172,753-92.0% | $152,909-90.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.32% | 1029.88%-1010.6pp | 803.00%-783.7pp | 345.46%-326.1pp |
| Employer contribution / active EE | $5,518 | $5,857-5.8% | $5,144+7.3% | $4,764+15.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $312 | $17,112-98.2% | $13,956-97.8% | $11,601-97.3% |