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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 | $5,157 | $217,432-97.6% | $185,849-97.2% | $167,536-96.9% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 292.00% | 148.42%+143.6pp | 122.10%+169.9pp | 478.82%-186.8pp |
| Employer contribution / active EE | $1,365 | $5,875-76.8% | $5,169-73.6% | $4,839-71.8% |
| Participant deferral / active EE | $2,015 | $6,357-68.3% | $5,569-63.8% | $6,342-68.2% |
| Admin fee / account holder | $727 | $19,818-96.3% | $16,244-95.5% | $12,315-94.1% |