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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 | $3,712 | $148,629-97.5% | $135,982-97.3% | $139,487-97.3% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 50.42% | 79.33%-28.9pp | 68.32%-17.9pp | 373.84%-323.4pp |
| Employer contribution / active EE | $1,528 | $5,247-70.9% | $4,859-68.6% | $4,755-67.9% |
| Participant deferral / active EE | $2,045 | $8,102-74.8% | $7,760-73.6% | $6,713-69.5% |
| Admin fee / account holder | $1,017 | $12,406-91.8% | $10,767-90.6% | $11,407-91.1% |