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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 | $4,537 | $175,231-97.4% | $149,696-97.0% | $139,466-96.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 28.84% | 166.77%-137.9pp | 134.46%-105.6pp | 373.66%-344.8pp |
| Employer contribution / active EE | $1,310 | $5,478-76.1% | $4,821-72.8% | $4,754-72.5% |
| Participant deferral / active EE | $1,446 | $6,521-77.8% | $5,682-74.6% | $6,712-78.5% |
| Admin fee / account holder | $2,362 | $16,155-85.4% | $13,212-82.1% | $11,409-79.3% |