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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 | $3,560 | $202,342-98.2% | $172,753-97.9% | $152,909-97.7% |
| Participation rate | 95.8% | 87.1%+8.8pp | 82.6%+13.2pp | 82.5%+13.4pp |
| Annual return | 15.63% | 1029.88%-1014.2pp | 803.00%-787.4pp | 345.46%-329.8pp |
| Employer contribution / active EE | $3,364 | $5,857-42.6% | $5,144-34.6% | $4,764-29.4% |
| Participant deferral / active EE | $1,814 | $5,948-69.5% | $5,198-65.1% | $5,851-69.0% |
| Admin fee / account holder | $1,765 | $17,112-89.7% | $13,956-87.4% | $11,601-84.8% |