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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 | $3,141 | $134,817-97.7% | $123,973-97.5% | $155,188-98.0% |
| Participation rate | 89.5% | 79.4%+10.1pp | 76.7%+12.8pp | 80.8%+8.7pp |
| Annual return | 21.09% | 515.49%-494.4pp | 388.13%-367.0pp | 148.84%-127.7pp |
| Employer contribution / active EE | $1,364 | $4,425-69.2% | $4,126-66.9% | $4,248-67.9% |
| Participant deferral / active EE | $1,763 | $5,706-69.1% | $5,247-66.4% | $6,531-73.0% |
| Admin fee / account holder | $1,417 | $13,245-89.3% | $11,799-88.0% | $14,480-90.2% |