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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 | $4,943 | $150,447-96.7% | $136,298-96.4% | $147,586-96.7% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 13.25% | 1049.15%-1035.9pp | 5156.27%-5143.0pp | 578.59%-565.3pp |
| Employer contribution / active EE | $1,468 | $5,256-72.1% | $4,696-68.7% | $4,876-69.9% |
| Participant deferral / active EE | $705 | $6,631-89.4% | $6,247-88.7% | $5,439-87.0% |
| Admin fee / account holder | $1,044 | $10,906-90.4% | $9,244-88.7% | $10,886-90.4% |