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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 | $3,475 | $150,446-97.7% | $136,297-97.5% | $147,585-97.6% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 17.43% | 1049.14%-1031.7pp | 5156.19%-5138.8pp | 578.58%-561.2pp |
| Employer contribution / active EE | $1,292 | $5,256-75.4% | $4,696-72.5% | $4,876-73.5% |
| Participant deferral / active EE | $988 | $6,631-85.1% | $6,247-84.2% | $5,439-81.8% |
| Admin fee / account holder | $324 | $10,906-97.0% | $9,244-96.5% | $10,886-97.0% |