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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 | $4,097 | $102,595-96.0% | $94,057-95.6% | $154,746-97.4% |
| Participation rate | 91.7% | 76.0%+15.7pp | 73.3%+18.3pp | 80.7%+11.0pp |
| Annual return | 17.29% | 583.42%-566.1pp | 480.62%-463.3pp | 172.34%-155.0pp |
| Employer contribution / active EE | $790 | $3,147-74.9% | $2,933-73.1% | $4,379-82.0% |
| Participant deferral / active EE | $1,002 | $5,118-80.4% | $4,709-78.7% | $6,730-85.1% |
| Admin fee / account holder | $767 | $7,736-90.1% | $7,244-89.4% | $14,365-94.7% |