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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 | $6,692 | $104,577-93.6% | $76,667-91.3% | $152,909-95.6% |
| Participation rate | 92.9% | 76.6%+16.2pp | 72.1%+20.8pp | 82.5%+10.4pp |
| Annual return | 29.31% | 1014.36%-985.1pp | 1166.74%-1137.4pp | 345.46%-316.2pp |
| Employer contribution / active EE | $3,304 | $3,119+5.9% | $2,303+43.5% | $4,764-30.6% |
| Participant deferral / active EE | $56 | $4,237-98.7% | $3,336-98.3% | $5,851-99.0% |
| Admin fee / account holder | $498 | $12,290-95.9% | $6,423-92.3% | $11,601-95.7% |