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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 | $3,528 | $202,342-98.3% | $172,752-98.0% | $152,897-97.7% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 34.86% | 1029.83%-995.0pp | 802.97%-768.1pp | 345.43%-310.6pp |
| Employer contribution / active EE | $1,482 | $5,858-74.7% | $5,144-71.2% | $4,764-68.9% |
| Participant deferral / active EE | $1,372 | $5,948-76.9% | $5,198-73.6% | $5,851-76.5% |
| Admin fee / account holder | $1,639 | $17,111-90.4% | $13,955-88.3% | $11,599-85.9% |