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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 | $1,700 | $97,125-98.2% | $86,233-98.0% | $137,256-98.8% |
| Participation rate | 91.7% | 74.2%+17.5pp | 69.0%+22.6pp | 80.0%+11.7pp |
| Annual return | 14.47% | 74.19%-59.7pp | 61.39%-46.9pp | 220.34%-205.9pp |
| Employer contribution / active EE | $297 | $2,841-89.6% | $2,504-88.2% | $4,156-92.9% |
| Participant deferral / active EE | $297 | $5,180-94.3% | $4,559-93.5% | $6,407-95.4% |
| Admin fee / account holder | $511 | $9,725-94.7% | $8,342-93.9% | $12,270-95.8% |