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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 | $5,014 | $198,462-97.5% | $170,439-97.1% | $147,585-96.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 77.84% | 257.30%-179.5pp | 205.94%-128.1pp | 578.58%-500.7pp |
| Employer contribution / active EE | $1,741 | $6,184-71.8% | $5,433-68.0% | $4,876-64.3% |
| Participant deferral / active EE | $1,792 | $5,629-68.2% | $4,939-63.7% | $5,439-67.1% |
| Admin fee / account holder | $1,533 | $16,852-90.9% | $13,881-89.0% | $10,886-85.9% |