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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 | $14,474 | $202,342-92.8% | $172,753-91.6% | $152,909-90.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.86% | 1029.88%-1016.0pp | 803.00%-789.1pp | 345.46%-331.6pp |
| Employer contribution / active EE | $1,250 | $5,857-78.7% | $5,144-75.7% | $4,764-73.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,059 | $17,112-93.8% | $13,956-92.4% | $11,601-90.9% |