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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 | $2,710 | $118,877-97.7% | $96,570-97.2% | $167,536-98.4% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 17.21% | 50.50%-33.3pp | 37.79%-20.6pp | 478.82%-461.6pp |
| Employer contribution / active EE | $783 | $3,121-74.9% | $2,357-66.8% | $4,839-83.8% |
| Participant deferral / active EE | $997 | $4,617-78.4% | $3,849-74.1% | $6,342-84.3% |
| Admin fee / account holder | $612 | $8,069-92.4% | $6,182-90.1% | $12,315-95.0% |