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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 | $2,591 | $160,028-98.4% | $147,080-98.2% | $145,884-98.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 15.94% | 98.60%-82.7pp | 420.17%-404.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $999 | $8,422-88.1% | $8,066-87.6% | $6,690-85.1% |
| Admin fee / account holder | $346 | $15,030-97.7% | $12,989-97.3% | $13,392-97.4% |