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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 | $675 | $196,972-99.7% | $182,262-99.6% | $198,609-99.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 30.46% | 158.27%-127.8pp | 140.60%-110.1pp | 202.70%-172.2pp |
| Employer contribution / active EE | $2,348 | $5,364-56.2% | $5,046-53.5% | $5,055-53.6% |
| Participant deferral / active EE | $2,348 | $8,643-72.8% | $8,276-71.6% | $6,977-66.3% |
| Admin fee / account holder | $5,118 | $18,429-72.2% | $16,712-69.4% | $19,030-73.1% |