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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 | $11,096 | $180,459-93.9% | $154,108-92.8% | $135,380-91.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.73% | 888.21%-881.5pp | 735.21%-728.5pp | 519.81%-513.1pp |
| Employer contribution / active EE | $2,003 | $6,035-66.8% | $5,298-62.2% | $4,779-58.1% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,175 | $16,145-74.1% | $13,411-68.9% | $10,828-61.4% |