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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 | $6,978 | $176,105-96.0% | $159,474-95.6% | $167,536-95.8% |
| Participation rate | 76.9% | 85.0%-8.0pp | 82.8%-5.9pp | 82.1%-5.2pp |
| Annual return | 26.59% | 331.91%-305.3pp | 263.68%-237.1pp | 478.82%-452.2pp |
| Employer contribution / active EE | $1,519 | $5,299-71.3% | $4,831-68.6% | $4,839-68.6% |
| Participant deferral / active EE | $1,652 | $7,751-78.7% | $7,353-77.5% | $6,342-74.0% |
| Admin fee / account holder | $535 | $12,559-95.7% | $10,802-95.0% | $12,315-95.7% |