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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 | $6,891 | $202,342-96.6% | $172,752-96.0% | $152,897-95.5% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 30.65% | 1029.83%-999.2pp | 802.97%-772.3pp | 345.43%-314.8pp |
| Employer contribution / active EE | $1,316 | $5,858-77.5% | $5,144-74.4% | $4,764-72.4% |
| Participant deferral / active EE | $1,939 | $5,948-67.4% | $5,198-62.7% | $5,851-66.9% |
| Admin fee / account holder | $899 | $17,111-94.7% | $13,955-93.6% | $11,599-92.2% |