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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 | $1,390 | $154,754-99.1% | $124,206-98.9% | $138,895-99.0% |
| Participation rate | 76.9% | 75.5%+1.4pp | 69.6%+7.3pp | 79.9%-3.0pp |
| Annual return | 19.90% | 709.28%-689.4pp | 515.27%-495.4pp | 145.39%-125.5pp |
| Employer contribution / active EE | $264 | $4,446-94.1% | $3,540-92.5% | $4,194-93.7% |
| Participant deferral / active EE | $323 | $4,621-93.0% | $3,968-91.9% | $6,396-94.9% |
| Admin fee / account holder | $624 | $6,690-90.7% | $5,929-89.5% | $12,562-95.0% |