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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 | $14,454 | $115,903-87.5% | $100,528-85.6% | $158,966-90.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 392.76% | 34.80%+358.0pp | 30.90%+361.9pp | 302.95%+89.8pp |
| Employer contribution / active EE | $762 | $4,105-81.4% | $3,419-77.7% | $4,762-84.0% |
| Participant deferral / active EE | $1,051 | $6,677-84.3% | $6,271-83.2% | $5,983-82.4% |
| Admin fee / account holder | $25,000 | $11,000+127.3% | $8,084+209.3% | $11,250+122.2% |