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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 | $19,601 | $171,867-88.6% | $149,721-86.9% | $147,586-86.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.40% | 2113.36%-2096.0pp | 1501.67%-1484.3pp | 578.59%-561.2pp |
| Employer contribution / active EE | $1,510 | $6,275-75.9% | $5,444-72.3% | $4,876-69.0% |
| Participant deferral / active EE | $1,835 | $7,270-74.8% | $6,568-72.1% | $5,439-66.3% |
| Admin fee / account holder | $476 | $13,799-96.5% | $11,282-95.8% | $10,886-95.6% |