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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 | $4,895 | $105,158-95.3% | $94,672-94.8% | $139,487-96.5% |
| Participation rate | 94.4% | 82.4%+12.1pp | 80.8%+13.6pp | 80.3%+14.1pp |
| Annual return | 22.07% | 38.11%-16.0pp | 156.89%-134.8pp | 373.84%-351.8pp |
| Employer contribution / active EE | $990 | $4,107-75.9% | $3,673-73.1% | $4,755-79.2% |
| Participant deferral / active EE | $1,824 | $7,599-76.0% | $7,417-75.4% | $6,713-72.8% |
| Admin fee / account holder | $481 | $8,972-94.6% | $7,222-93.3% | $11,407-95.8% |