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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 | $19,739 | $202,342-90.2% | $172,753-88.6% | $152,909-87.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.39% | 1029.88%-1010.5pp | 803.00%-783.6pp | 345.46%-326.1pp |
| Employer contribution / active EE | $2,590 | $5,857-55.8% | $5,144-49.6% | $4,764-45.6% |
| Participant deferral / active EE | $1,127 | $5,948-81.1% | $5,198-78.3% | $5,851-80.7% |
| Admin fee / account holder | $3,236 | $17,112-81.1% | $13,956-76.8% | $11,601-72.1% |