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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 | $5,779 | $99,011-94.2% | $86,582-93.3% | $147,586-96.1% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 38.81% | 1312.75%-1273.9pp | 965.08%-926.3pp | 578.59%-539.8pp |
| Employer contribution / active EE | $220 | $3,132-93.0% | $2,839-92.2% | $4,876-95.5% |
| Participant deferral / active EE | $192 | $3,972-95.2% | $3,609-94.7% | $5,439-96.5% |
| Admin fee / account holder | $3,192 | $5,709-44.1% | $4,904-34.9% | $10,886-70.7% |