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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 | $15,784 | $183,539-91.4% | $155,556-89.9% | $145,897-89.2% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 235.89% | 61.31%+174.6pp | 64.84%+171.1pp | 552.29%-316.4pp |
| Employer contribution / active EE | $2,204 | $5,315-58.5% | $4,675-52.9% | $4,663-52.7% |
| Participant deferral / active EE | $799 | $6,467-87.6% | $5,631-85.8% | $6,689-88.1% |
| Admin fee / account holder | $489 | $19,275-97.5% | $15,885-96.9% | $13,390-96.3% |