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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 | $7,226 | $183,978-96.1% | $162,171-95.5% | $152,885-95.3% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.6%-17.6pp | 82.5%-12.5pp |
| Annual return | 36.07% | 150.78%-114.7pp | 115.60%-79.5pp | 345.39%-309.3pp |
| Employer contribution / active EE | $1,592 | $6,370-75.0% | $5,613-71.6% | $4,763-66.6% |
| Participant deferral / active EE | $1,638 | $8,033-79.6% | $7,297-77.5% | $5,851-72.0% |
| Admin fee / account holder | $676 | $13,122-94.8% | $10,843-93.8% | $11,598-94.2% |