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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 | $3,840 | $175,231-97.8% | $149,696-97.4% | $139,466-97.2% |
| Participation rate | 78.6% | 83.4%-4.8pp | 78.8%-0.2pp | 80.3%-1.8pp |
| Annual return | 27.29% | 166.77%-139.5pp | 134.46%-107.2pp | 373.66%-346.4pp |
| Employer contribution / active EE | $1,338 | $5,478-75.6% | $4,821-72.2% | $4,754-71.8% |
| Participant deferral / active EE | $1,616 | $6,521-75.2% | $5,682-71.6% | $6,712-75.9% |
| Admin fee / account holder | $376 | $16,155-97.7% | $13,212-97.2% | $11,409-96.7% |