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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 | $6,599 | $99,011-93.3% | $86,582-92.4% | $147,586-95.5% |
| Participation rate | 92.3% | 76.3%+16.0pp | 73.5%+18.8pp | 82.8%+9.5pp |
| Annual return | 16.27% | 1312.75%-1296.5pp | 965.08%-948.8pp | 578.59%-562.3pp |
| Employer contribution / active EE | $3,127 | $3,132-0.2% | $2,839+10.1% | $4,876-35.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,644 | $5,709-71.2% | $4,904-66.5% | $10,886-84.9% |