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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 | $4,391 | $102,595-95.7% | $94,057-95.3% | $154,746-97.2% |
| Participation rate | 94.4% | 76.0%+18.4pp | 73.3%+21.1pp | 80.7%+13.7pp |
| Annual return | 19.59% | 583.42%-563.8pp | 480.62%-461.0pp | 172.34%-152.7pp |
| Employer contribution / active EE | $619 | $3,147-80.3% | $2,933-78.9% | $4,379-85.9% |
| Participant deferral / active EE | $1,040 | $5,118-79.7% | $4,709-77.9% | $6,730-84.5% |
| Admin fee / account holder | $522 | $7,736-93.3% | $7,244-92.8% | $14,365-96.4% |