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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 | $5,384 | $176,077-96.9% | $159,455-96.6% | $167,518-96.8% |
| Participation rate | 93.3% | 84.9%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 16.88% | 331.83%-315.0pp | 263.63%-246.7pp | 478.71%-461.8pp |
| Employer contribution / active EE | $1,271 | $5,298-76.0% | $4,830-73.7% | $4,838-73.7% |
| Participant deferral / active EE | $2,160 | $7,751-72.1% | $7,353-70.6% | $6,342-65.9% |
| Admin fee / account holder | $1,093 | $12,556-91.3% | $10,800-89.9% | $12,312-91.1% |