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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 | $3,613 | $100,073-96.4% | $85,126-95.8% | $145,877-97.5% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 22.49% | 84.11%-61.6pp | 66.63%-44.1pp | 551.28%-528.8pp |
| Employer contribution / active EE | $1,455 | $3,236-55.0% | $2,731-46.7% | $4,663-68.8% |
| Participant deferral / active EE | $869 | $5,294-83.6% | $4,523-80.8% | $6,691-87.0% |
| Admin fee / account holder | $358 | $7,261-95.1% | $6,160-94.2% | $13,402-97.3% |