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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 | $1,259 | $115,810-98.9% | $101,271-98.8% | $158,966-99.2% |
| Participation rate | 88.2% | 79.4%+8.9pp | 75.8%+12.4pp | 82.0%+6.3pp |
| Annual return | 66.27% | 56.15%+10.1pp | 46.48%+19.8pp | 302.95%-236.7pp |
| Employer contribution / active EE | $5,215 | $4,175+24.9% | $3,660+42.5% | $4,762+9.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $695 | $7,248-90.4% | $5,948-88.3% | $11,250-93.8% |