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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 | $4,453 | $125,237-96.4% | $105,608-95.8% | $145,877-96.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.80% | 225.76%-213.0pp | 116.50%-103.7pp | 551.28%-538.5pp |
| Employer contribution / active EE | $2,401 | $3,720-35.5% | $3,167-24.2% | $4,663-48.5% |
| Participant deferral / active EE | $1,305 | $5,711-77.2% | $5,010-74.0% | $6,691-80.5% |
| Admin fee / account holder | $2,890 | $17,287-83.3% | $11,028-73.8% | $13,402-78.4% |