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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 | $9,902 | $202,345-95.1% | $172,755-94.3% | $152,885-93.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.88% | 1029.77%-1009.9pp | 802.94%-783.1pp | 345.39%-325.5pp |
| Employer contribution / active EE | $2,081 | $5,858-64.5% | $5,144-59.5% | $4,763-56.3% |
| Participant deferral / active EE | $1,678 | $5,948-71.8% | $5,198-67.7% | $5,851-71.3% |
| Admin fee / account holder | $1,912 | $17,111-88.8% | $13,955-86.3% | $11,598-83.5% |