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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 | $4,157 | $183,516-97.7% | $155,534-97.3% | $145,884-97.2% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 14.85% | 61.43%-46.6pp | 64.92%-50.1pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,108 | $5,315-79.1% | $4,675-76.3% | $4,662-76.2% |
| Participant deferral / active EE | $1,756 | $6,467-72.9% | $5,630-68.8% | $6,690-73.8% |
| Admin fee / account holder | $385 | $19,293-98.0% | $15,900-97.6% | $13,392-97.1% |