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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 | $939 | $148,582-99.4% | $135,942-99.3% | $139,456-99.3% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 30.23% | 79.26%-49.0pp | 68.28%-38.0pp | 373.45%-343.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,024 | $8,101-87.4% | $7,759-86.8% | $6,711-84.7% |
| Admin fee / account holder | $692 | $12,402-94.4% | $10,764-93.6% | $11,407-93.9% |