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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 | $7,560 | $183,539-95.9% | $155,556-95.1% | $145,897-94.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 94.07% | 61.31%+32.8pp | 64.84%+29.2pp | 552.29%-458.2pp |
| Employer contribution / active EE | $2,579 | $5,315-51.5% | $4,675-44.8% | $4,663-44.7% |
| Participant deferral / active EE | $720 | $6,467-88.9% | $5,631-87.2% | $6,689-89.2% |
| Admin fee / account holder | $901 | $19,275-95.3% | $15,885-94.3% | $13,390-93.3% |