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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 | $100,139-96.4% | $85,187-95.8% | $145,884-97.5% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 22.49% | 84.15%-61.7pp | 66.67%-44.2pp | 551.85%-529.4pp |
| Employer contribution / active EE | $1,455 | $3,238-55.1% | $2,732-46.8% | $4,662-68.8% |
| Participant deferral / active EE | $869 | $5,296-83.6% | $4,525-80.8% | $6,690-87.0% |
| Admin fee / account holder | $358 | $7,262-95.1% | $6,162-94.2% | $13,392-97.3% |