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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 | $3,901 | $183,627-97.9% | $155,602-97.5% | $145,978-97.3% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 41.46% | 61.32%-19.9pp | 64.81%-23.3pp | 550.52%-509.1pp |
| Employer contribution / active EE | $1,315 | $5,316-75.3% | $4,675-71.9% | $4,662-71.8% |
| Participant deferral / active EE | $1,813 | $6,466-72.0% | $5,629-67.8% | $6,690-72.9% |
| Admin fee / account holder | $1,037 | $19,327-94.6% | $15,923-93.5% | $13,400-92.3% |