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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 | $6,395 | $150,447-95.7% | $136,298-95.3% | $147,586-95.7% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 30.89% | 1049.15%-1018.3pp | 5156.27%-5125.4pp | 578.59%-547.7pp |
| Employer contribution / active EE | $1,195 | $5,256-77.3% | $4,696-74.6% | $4,876-75.5% |
| Participant deferral / active EE | $1,948 | $6,631-70.6% | $6,247-68.8% | $5,439-64.2% |
| Admin fee / account holder | $599 | $10,906-94.5% | $9,244-93.5% | $10,886-94.5% |