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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 | $6,270 | $159,978-96.1% | $147,041-95.7% | $145,978-95.7% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.2%-6.0pp | 80.3%-4.1pp |
| Annual return | 10.76% | 98.36%-87.6pp | 419.21%-408.4pp | 550.52%-539.8pp |
| Employer contribution / active EE | $1,121 | $5,288-78.8% | $4,935-77.3% | $4,662-76.0% |
| Participant deferral / active EE | $1,881 | $8,429-77.7% | $8,071-76.7% | $6,690-71.9% |
| Admin fee / account holder | $1,365 | $15,053-90.9% | $13,006-89.5% | $13,400-89.8% |