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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 | $3,230 | $124,175-97.4% | $108,405-97.0% | $167,536-98.1% |
| Participation rate | 88.9% | 82.3%+6.6pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 11.13% | 1380.13%-1369.0pp | 905.55%-894.4pp | 478.82%-467.7pp |
| Employer contribution / active EE | $830 | $4,188-80.2% | $3,559-76.7% | $4,839-82.9% |
| Participant deferral / active EE | $1,582 | $6,908-77.1% | $6,563-75.9% | $6,342-75.1% |
| Admin fee / account holder | $601 | $9,457-93.6% | $7,297-91.8% | $12,315-95.1% |