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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 | $2,330 | $105,200-97.8% | $159,474-98.5% | $85,847-97.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.8%-7.8pp | 69.3%+5.7pp |
| Annual return | 12.78% | 45.08%-32.3pp | 263.68%-250.9pp | 318.61%-305.8pp |
| Employer contribution / active EE | $893 | $3,319-73.1% | $4,831-81.5% | $2,565-65.2% |
| Participant deferral / active EE | $1,086 | $5,946-81.7% | $7,353-85.2% | $3,952-72.5% |
| Admin fee / account holder | $609 | $6,934-91.2% | $10,802-94.4% | $6,261-90.3% |