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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 | $5,495 | $138,102-96.0% | $125,381-95.6% | $134,532-95.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 97.93% | 750.73%-652.8pp | 572.31%-474.4pp | 418.27%-320.3pp |
| Employer contribution / active EE | $1,633 | $5,245-68.9% | $4,815-66.1% | $4,741-65.6% |
| Participant deferral / active EE | $1,653 | $7,801-78.8% | $7,448-77.8% | $6,401-74.2% |
| Admin fee / account holder | $1,214 | $11,568-89.5% | $10,007-87.9% | $11,429-89.4% |