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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 | $2,756 | $108,882-97.5% | $96,754-97.2% | $154,746-98.2% |
| Participation rate | 71.4% | 75.1%-3.7pp | 70.3%+1.2pp | 80.7%-9.3pp |
| Annual return | 789.77% | 98.39%+691.4pp | 82.04%+707.7pp | 172.34%+617.4pp |
| Employer contribution / active EE | $856 | $3,018-71.6% | $2,679-68.0% | $4,379-80.4% |
| Participant deferral / active EE | $927 | $5,323-82.6% | $4,758-80.5% | $6,730-86.2% |
| Admin fee / account holder | $9,123 | $10,200-10.6% | $8,905+2.4% | $14,365-36.5% |