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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 | $3,111 | $175,259-98.2% | $149,723-97.9% | $139,487-97.8% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 21.87% | 166.82%-145.0pp | 134.50%-112.6pp | 373.84%-352.0pp |
| Employer contribution / active EE | $1,122 | $5,478-79.5% | $4,821-76.7% | $4,755-76.4% |
| Participant deferral / active EE | $1,649 | $6,522-74.7% | $5,682-71.0% | $6,713-75.4% |
| Admin fee / account holder | $450 | $16,158-97.2% | $13,215-96.6% | $11,407-96.1% |