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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 | $4,809 | $176,077-97.3% | $159,455-97.0% | $167,518-97.1% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 34.45% | 331.83%-297.4pp | 263.63%-229.2pp | 478.71%-444.3pp |
| Employer contribution / active EE | $1,874 | $5,298-64.6% | $4,830-61.2% | $4,838-61.3% |
| Participant deferral / active EE | $2,528 | $7,751-67.4% | $7,353-65.6% | $6,342-60.1% |
| Admin fee / account holder | $697 | $12,556-94.4% | $10,800-93.5% | $12,312-94.3% |