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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 | $2,556 | $102,595-97.5% | $94,057-97.3% | $154,746-98.3% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 16.27% | 583.42%-567.1pp | 480.62%-464.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $856 | $3,147-72.8% | $2,933-70.8% | $4,379-80.5% |
| Participant deferral / active EE | $856 | $5,118-83.3% | $4,709-81.8% | $6,730-87.3% |
| Admin fee / account holder | $2,483 | $7,736-67.9% | $7,244-65.7% | $14,365-82.7% |