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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 | $5,546 | $160,070-96.5% | $147,117-96.2% | $145,897-96.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.43% | 98.69%-87.3pp | 420.54%-409.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,206 | $5,285-77.2% | $4,932-75.6% | $4,663-74.1% |
| Participant deferral / active EE | $1,384 | $8,419-83.6% | $8,065-82.8% | $6,689-79.3% |
| Admin fee / account holder | $798 | $15,035-94.7% | $12,993-93.9% | $13,390-94.0% |