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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 | $100,203-96.4% | $85,240-95.8% | $145,897-97.5% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 22.49% | 84.28%-61.8pp | 66.75%-44.3pp | 552.29%-529.8pp |
| Employer contribution / active EE | $1,455 | $3,242-55.1% | $2,735-46.8% | $4,663-68.8% |
| Participant deferral / active EE | $869 | $5,299-83.6% | $4,527-80.8% | $6,689-87.0% |
| Admin fee / account holder | $358 | $7,265-95.1% | $6,165-94.2% | $13,390-97.3% |