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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 | $4,274 | $100,895-95.8% | $90,430-95.3% | $158,950-97.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 16.37% | 1725.54%-1709.2pp | 1293.73%-1277.4pp | 302.91%-286.5pp |
| Employer contribution / active EE | $839 | $3,689-77.3% | $3,262-74.3% | $4,762-82.4% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $347 | $6,505-94.7% | $5,613-93.8% | $11,248-96.9% |