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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 | $6,481 | $124,187-94.8% | $108,410-94.0% | $167,518-96.1% |
| Participation rate | 84.6% | 82.3%+2.3pp | 80.1%+4.5pp | 82.1%+2.5pp |
| Annual return | 13.07% | 1379.80%-1366.7pp | 905.34%-892.3pp | 478.71%-465.6pp |
| Employer contribution / active EE | $1,357 | $4,187-67.6% | $3,558-61.9% | $4,838-71.9% |
| Participant deferral / active EE | $2,031 | $6,908-70.6% | $6,562-69.0% | $6,342-68.0% |
| Admin fee / account holder | $1,402 | $9,456-85.2% | $7,296-80.8% | $12,312-88.6% |