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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 | $2,566 | $210,698-98.8% | $178,014-98.6% | $145,959-98.2% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 11.12% | 386.27%-375.2pp | 294.80%-283.7pp | 561.95%-550.8pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,139 | $6,958-83.6% | $6,276-81.8% | $6,689-83.0% |
| Admin fee / account holder | $1,318 | $12,016-89.0% | $10,362-87.3% | $13,398-90.2% |