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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 | $2,991 | $102,595-97.1% | $94,057-96.8% | $154,746-98.1% |
| Participation rate | 70.0% | 76.0%-6.0pp | 73.3%-3.3pp | 80.7%-10.7pp |
| Annual return | 16.78% | 583.42%-566.6pp | 480.62%-463.8pp | 172.34%-155.6pp |
| Employer contribution / active EE | $867 | $3,147-72.5% | $2,933-70.5% | $4,379-80.2% |
| Participant deferral / active EE | $887 | $5,118-82.7% | $4,709-81.2% | $6,730-86.8% |
| Admin fee / account holder | $676 | $7,736-91.3% | $7,244-90.7% | $14,365-95.3% |