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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 | $14,608 | $226,090-93.5% | $182,531-92.0% | $152,885-90.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 14.72% | 192.57%-177.8pp | 148.57%-133.9pp | 345.39%-330.7pp |
| Employer contribution / active EE | $2,118 | $4,978-57.5% | $4,075-48.0% | $4,763-55.5% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $887 | $10,705-91.7% | $8,593-89.7% | $11,598-92.4% |