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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 | $6,989 | $159,978-95.6% | $147,041-95.2% | $145,978-95.2% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 14.86% | 98.36%-83.5pp | 419.21%-404.4pp | 550.52%-535.7pp |
| Employer contribution / active EE | $1,496 | $5,288-71.7% | $4,935-69.7% | $4,662-67.9% |
| Participant deferral / active EE | $2,234 | $8,429-73.5% | $8,071-72.3% | $6,690-66.6% |
| Admin fee / account holder | $4,998 | $15,053-66.8% | $13,006-61.6% | $13,400-62.7% |