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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 | $5,209 | $129,737-96.0% | $119,126-95.6% | $154,746-96.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 21.86% | 379.08%-357.2pp | 282.11%-260.2pp | 172.34%-150.5pp |
| Employer contribution / active EE | $1,459 | $4,375-66.7% | $4,034-63.8% | $4,379-66.7% |
| Participant deferral / active EE | $1,510 | $5,842-74.1% | $5,318-71.6% | $6,730-77.6% |
| Admin fee / account holder | $627 | $11,961-94.8% | $10,693-94.1% | $14,365-95.6% |