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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 | $26,971 | $202,342-86.7% | $172,753-84.4% | $152,909-82.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.91% | 1029.88%-1011.0pp | 803.00%-784.1pp | 345.46%-326.6pp |
| Employer contribution / active EE | $1,527 | $5,857-73.9% | $5,144-70.3% | $4,764-67.9% |
| Participant deferral / active EE | $27 | $5,948-99.6% | $5,198-99.5% | $5,851-99.5% |
| Admin fee / account holder | $10,064 | $17,112-41.2% | $13,956-27.9% | $11,601-13.2% |