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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 | $3,132 | $160,040-98.0% | $147,096-97.9% | $145,877-97.9% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-7.0pp |
| Annual return | 10.66% | 98.49%-87.8pp | 419.75%-409.1pp | 551.28%-540.6pp |
| Employer contribution / active EE | $1,441 | $5,289-72.8% | $4,936-70.8% | $4,663-69.1% |
| Participant deferral / active EE | $1,473 | $8,429-82.5% | $8,071-81.7% | $6,691-78.0% |
| Admin fee / account holder | $2,265 | $15,050-85.0% | $13,005-82.6% | $13,402-83.1% |