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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 | $2,498 | $183,516-98.6% | $155,534-98.4% | $145,884-98.3% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 43.33% | 61.43%-18.1pp | 64.92%-21.6pp | 551.85%-508.5pp |
| Employer contribution / active EE | $1,352 | $5,315-74.6% | $4,675-71.1% | $4,662-71.0% |
| Participant deferral / active EE | $1,665 | $6,467-74.3% | $5,630-70.4% | $6,690-75.1% |
| Admin fee / account holder | $1,044 | $19,293-94.6% | $15,900-93.4% | $13,392-92.2% |