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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 | $6,833 | $202,342-96.6% | $172,752-96.0% | $152,897-95.5% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.5%+10.4pp |
| Annual return | 19.78% | 1029.83%-1010.0pp | 802.97%-783.2pp | 345.43%-325.6pp |
| Employer contribution / active EE | $1,491 | $5,858-74.6% | $5,144-71.0% | $4,764-68.7% |
| Participant deferral / active EE | $1,682 | $5,948-71.7% | $5,198-67.6% | $5,851-71.3% |
| Admin fee / account holder | $2,206 | $17,111-87.1% | $13,955-84.2% | $11,599-81.0% |