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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 | $7,039 | $202,342-96.5% | $172,752-95.9% | $152,897-95.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.89% | 1029.83%-1015.9pp | 802.97%-789.1pp | 345.43%-331.5pp |
| Employer contribution / active EE | $1,734 | $5,858-70.4% | $5,144-66.3% | $4,764-63.6% |
| Participant deferral / active EE | $1,200 | $5,948-79.8% | $5,198-76.9% | $5,851-79.5% |
| Admin fee / account holder | $7,813 | $17,111-54.3% | $13,955-44.0% | $11,599-32.6% |