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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 | $2,868 | $162,136-98.2% | $152,301-98.1% | $154,746-98.1% |
| Participation rate | 94.7% | 84.1%+10.6pp | 82.4%+12.3pp | 80.7%+14.0pp |
| Annual return | 54.75% | 91.02%-36.3pp | 80.50%-25.8pp | 172.34%-117.6pp |
| Employer contribution / active EE | $1,424 | $4,890-70.9% | $4,624-69.2% | $4,379-67.5% |
| Participant deferral / active EE | $1,770 | $8,341-78.8% | $8,004-77.9% | $6,730-73.7% |
| Admin fee / account holder | $341 | $15,759-97.8% | $14,398-97.6% | $14,365-97.6% |