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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 | $9,388 | $202,342-95.4% | $172,752-94.6% | $152,897-93.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.11% | 1029.83%-1003.7pp | 802.97%-776.9pp | 345.43%-319.3pp |
| Employer contribution / active EE | $2,697 | $5,858-54.0% | $5,144-47.6% | $4,764-43.4% |
| Participant deferral / active EE | $385 | $5,948-93.5% | $5,198-92.6% | $5,851-93.4% |
| Admin fee / account holder | $387 | $17,111-97.7% | $13,955-97.2% | $11,599-96.7% |