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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 | $7,987 | $99,011-91.9% | $86,582-90.8% | $147,586-94.6% |
| Participation rate | 77.3% | 76.3%+0.9pp | 73.5%+3.7pp | 82.8%-5.6pp |
| Annual return | 19.50% | 1312.75%-1293.2pp | 965.08%-945.6pp | 578.59%-559.1pp |
| Employer contribution / active EE | $626 | $3,132-80.0% | $2,839-78.0% | $4,876-87.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,542 | $5,709-73.0% | $4,904-68.6% | $10,886-85.8% |