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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 | $4,313 | $160,040-97.3% | $147,096-97.1% | $145,877-97.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 20.69% | 98.49%-77.8pp | 419.75%-399.1pp | 551.28%-530.6pp |
| Employer contribution / active EE | $2,455 | $5,289-53.6% | $4,936-50.3% | $4,663-47.4% |
| Participant deferral / active EE | $2,517 | $8,429-70.1% | $8,071-68.8% | $6,691-62.4% |
| Admin fee / account holder | $1,593 | $15,050-89.4% | $13,005-87.7% | $13,402-88.1% |