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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 | $8,125 | $217,432-96.3% | $185,851-95.6% | $167,553-95.2% |
| Participation rate | 89.5% | 86.1%+3.4pp | 81.7%+7.8pp | 82.1%+7.4pp |
| Annual return | 22.42% | 148.43%-126.0pp | 122.11%-99.7pp | 478.89%-456.5pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $99 | $6,357-98.4% | $5,569-98.2% | $6,343-98.4% |
| Admin fee / account holder | $3,413 | $19,820-82.8% | $16,245-79.0% | $12,316-72.3% |