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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 | $16,287 | $196,972-91.7% | $182,262-91.1% | $198,609-91.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 321.24% | 158.27%+163.0pp | 140.60%+180.6pp | 202.70%+118.5pp |
| Employer contribution / active EE | $1,657 | $5,364-69.1% | $5,046-67.2% | $5,055-67.2% |
| Participant deferral / active EE | $2,935 | $8,643-66.0% | $8,276-64.5% | $6,977-57.9% |
| Admin fee / account holder | $791 | $18,429-95.7% | $16,712-95.3% | $19,030-95.8% |