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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 | $9,381 | $217,432-95.7% | $185,851-95.0% | $167,553-94.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 55.90% | 148.43%-92.5pp | 122.11%-66.2pp | 478.89%-423.0pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,914 | $6,357-69.9% | $5,569-65.6% | $6,343-69.8% |
| Admin fee / account holder | $461 | $19,820-97.7% | $16,245-97.2% | $12,316-96.3% |