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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 | $2,061 | $73,421-97.2% | $66,439-96.9% | $155,188-98.7% |
| Participation rate | 80.0% | 79.7%+0.3pp | 74.5%+5.5pp | 80.8%-0.8pp |
| Annual return | 22.52% | 1382.37%-1359.8pp | 757.66%-735.1pp | 148.84%-126.3pp |
| Employer contribution / active EE | $445 | $3,039-85.4% | $2,637-83.1% | $4,248-89.5% |
| Participant deferral / active EE | $515 | $4,680-89.0% | $3,876-86.7% | $6,531-92.1% |
| Admin fee / account holder | $455 | $8,856-94.9% | $6,173-92.6% | $14,480-96.9% |