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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 | $6,405 | $159,978-96.0% | $147,041-95.6% | $145,978-95.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 18.25% | 98.36%-80.1pp | 419.21%-401.0pp | 550.52%-532.3pp |
| Employer contribution / active EE | $1,057 | $5,288-80.0% | $4,935-78.6% | $4,662-77.3% |
| Participant deferral / active EE | $1,407 | $8,429-83.3% | $8,071-82.6% | $6,690-79.0% |
| Admin fee / account holder | $836 | $15,053-94.4% | $13,006-93.6% | $13,400-93.8% |