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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 | $11,830 | $180,459-93.4% | $154,108-92.3% | $135,380-91.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.68% | 888.21%-886.5pp | 735.21%-733.5pp | 519.81%-518.1pp |
| Employer contribution / active EE | $2,017 | $6,035-66.6% | $5,298-61.9% | $4,779-57.8% |
| Participant deferral / active EE | $940 | $5,806-83.8% | $5,081-81.5% | $5,609-83.2% |
| Admin fee / account holder | $590 | $16,145-96.3% | $13,411-95.6% | $10,828-94.6% |