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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 | $4,426 | $176,105-97.5% | $159,474-97.2% | $167,536-97.4% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 10.88% | 331.91%-321.0pp | 263.68%-252.8pp | 478.82%-467.9pp |
| Employer contribution / active EE | $1,157 | $5,299-78.2% | $4,831-76.1% | $4,839-76.1% |
| Participant deferral / active EE | $1,379 | $7,751-82.2% | $7,353-81.2% | $6,342-78.3% |
| Admin fee / account holder | $2,590 | $12,559-79.4% | $10,802-76.0% | $12,315-79.0% |