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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 | $14,858 | $129,737-88.5% | $119,126-87.5% | $154,746-90.4% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 501.38% | 379.08%+122.3pp | 282.11%+219.3pp | 172.34%+329.0pp |
| Employer contribution / active EE | $1,199 | $4,375-72.6% | $4,034-70.3% | $4,379-72.6% |
| Participant deferral / active EE | $1,407 | $5,842-75.9% | $5,318-73.5% | $6,730-79.1% |
| Admin fee / account holder | $91,544 | $11,961+665.4% | $10,693+756.1% | $14,365+537.3% |