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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 | $5,047 | $106,003-95.2% | $92,236-94.5% | $147,585-96.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 39.44% | 50.05%-10.6pp | 176.29%-136.8pp | 578.57%-539.1pp |
| Employer contribution / active EE | $18,850 | $4,333+335.0% | $3,679+412.3% | $4,876+286.5% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,944 | $6,333-37.7% | $5,194-24.1% | $10,885-63.8% |