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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 | $4,568 | $227,597-98.0% | $189,575-97.6% | $167,536-97.3% |
| Participation rate | 95.7% | 82.5%+13.2pp | 78.4%+17.2pp | 82.1%+13.5pp |
| Annual return | 11.46% | 78.44%-67.0pp | 64.19%-52.7pp | 478.82%-467.4pp |
| Employer contribution / active EE | $742 | $5,316-86.0% | $4,412-83.2% | $4,839-84.7% |
| Participant deferral / active EE | $1,312 | $7,002-81.3% | $6,174-78.7% | $6,342-79.3% |
| Admin fee / account holder | $381 | $11,877-96.8% | $9,806-96.1% | $12,315-96.9% |