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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 | $7,859 | $176,688-95.6% | $130,660-94.0% | $152,909-94.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 30.22% | 2693.08%-2662.9pp | 1709.29%-1679.1pp | 345.46%-315.2pp |
| Employer contribution / active EE | $7,940 | $5,743+38.3% | $4,092+94.0% | $4,764+66.7% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,050 | $7,131-85.3% | $5,463-80.8% | $11,601-90.9% |