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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 | $716 | $96,643-99.3% | $86,617-99.2% | $139,456-99.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 50.35% | 106.57%-56.2pp | 591.91%-541.6pp | 373.45%-323.1pp |
| Employer contribution / active EE | $504 | $3,264-84.6% | $3,023-83.3% | $4,753-89.4% |
| Participant deferral / active EE | $800 | $4,835-83.4% | $4,437-82.0% | $6,711-88.1% |
| Admin fee / account holder | $347 | $6,406-94.6% | $5,613-93.8% | $11,407-97.0% |