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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 | $7,685 | $93,598-91.8% | $135,974-94.3% | $75,173-89.8% |
| Participation rate | 81.5% | 75.2%+6.3pp | 81.9%-0.4pp | 67.2%+14.3pp |
| Annual return | 270.43% | 30.89%+239.5pp | 68.30%+202.1pp | 160.72%+109.7pp |
| Employer contribution / active EE | $1,470 | $3,538-58.4% | $4,859-69.7% | $2,671-45.0% |
| Participant deferral / active EE | $2,443 | $6,405-61.9% | $7,760-68.5% | $4,126-40.8% |
| Admin fee / account holder | $362 | $6,978-94.8% | $10,767-96.6% | $5,651-93.6% |