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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 | $14,389 | $127,387-88.7% | $115,038-87.5% | $125,389-88.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 162.62% | 31.28%+131.3pp | 26.14%+136.5pp | 282.24%-119.6pp |
| Employer contribution / active EE | $10,945 | $5,166+111.9% | $4,608+137.5% | $4,866+124.9% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,044 | $9,516-68.0% | $8,175-62.8% | $9,541-68.1% |