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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 | $2,903 | $105,145-97.2% | $94,664-96.9% | $139,466-97.9% |
| Participation rate | 81.3% | 82.4%-1.1pp | 80.8%+0.4pp | 80.3%+0.9pp |
| Annual return | 52.98% | 38.09%+14.9pp | 156.84%-103.9pp | 373.66%-320.7pp |
| Employer contribution / active EE | $1,363 | $4,107-66.8% | $3,673-62.9% | $4,754-71.3% |
| Participant deferral / active EE | $1,459 | $7,599-80.8% | $7,417-80.3% | $6,712-78.3% |
| Admin fee / account holder | $400 | $8,972-95.5% | $7,222-94.5% | $11,409-96.5% |