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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 | $14,324 | $202,342-92.9% | $172,753-91.7% | $152,909-90.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.75% | 1029.88%-1013.1pp | 803.00%-786.3pp | 345.46%-328.7pp |
| Employer contribution / active EE | $3,876 | $5,857-33.8% | $5,144-24.6% | $4,764-18.6% |
| Participant deferral / active EE | $1,377 | $5,948-76.8% | $5,198-73.5% | $5,851-76.5% |
| Admin fee / account holder | $1,035 | $17,112-93.9% | $13,956-92.6% | $11,601-91.1% |