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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 | $12,225 | $99,011-87.7% | $86,582-85.9% | $147,586-91.7% |
| Participation rate | 94.4% | 76.3%+18.1pp | 73.5%+20.9pp | 82.8%+11.6pp |
| Annual return | 13.82% | 1312.75%-1298.9pp | 965.08%-951.3pp | 578.59%-564.8pp |
| Employer contribution / active EE | $5,407 | $3,132+72.6% | $2,839+90.4% | $4,876+10.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,314 | $5,709-77.0% | $4,904-73.2% | $10,886-87.9% |