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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 | $4,705 | $99,011-95.2% | $86,582-94.6% | $147,586-96.8% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 19.20% | 1312.75%-1293.6pp | 965.08%-945.9pp | 578.59%-559.4pp |
| Employer contribution / active EE | $2,144 | $3,132-31.5% | $2,839-24.5% | $4,876-56.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,085 | $5,709-63.5% | $4,904-57.5% | $10,886-80.8% |