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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 | $2,781 | $107,941-97.4% | $91,994-97.0% | $152,909-98.2% |
| Participation rate | 70.0% | 81.2%-11.2pp | 78.6%-8.6pp | 82.5%-12.5pp |
| Annual return | 35.52% | 89.28%-53.8pp | 69.04%-33.5pp | 345.46%-309.9pp |
| Employer contribution / active EE | $857 | $4,212-79.7% | $3,453-75.2% | $4,764-82.0% |
| Participant deferral / active EE | $1,174 | $6,366-81.6% | $5,924-80.2% | $5,851-79.9% |
| Admin fee / account holder | $577 | $10,521-94.5% | $7,744-92.5% | $11,601-95.0% |