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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 | $6,286 | $100,911-93.8% | $90,440-93.0% | $158,966-96.0% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 27.63% | 1726.62%-1699.0pp | 1294.38%-1266.8pp | 302.95%-275.3pp |
| Employer contribution / active EE | $4,830 | $3,690+30.9% | $3,263+48.0% | $4,762+1.4% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $535 | $6,507-91.8% | $5,615-90.5% | $11,250-95.2% |