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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 | $4,480 | $148,629-97.0% | $135,982-96.7% | $139,487-96.8% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 279.58% | 79.33%+200.2pp | 68.32%+211.3pp | 373.84%-94.3pp |
| Employer contribution / active EE | $1,432 | $5,247-72.7% | $4,859-70.5% | $4,755-69.9% |
| Participant deferral / active EE | $2,458 | $8,102-69.7% | $7,760-68.3% | $6,713-63.4% |
| Admin fee / account holder | $302 | $12,406-97.6% | $10,767-97.2% | $11,407-97.3% |