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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 | $2,622 | $101,618-97.4% | $93,063-97.2% | $137,256-98.1% |
| Participation rate | 89.5% | 74.9%+14.5pp | 72.1%+17.4pp | 80.0%+9.5pp |
| Annual return | 14.98% | 223.95%-209.0pp | 34.15%-19.2pp | 220.34%-205.4pp |
| Employer contribution / active EE | $280 | $2,707-89.7% | $2,476-88.7% | $4,156-93.3% |
| Participant deferral / active EE | $353 | $4,279-91.7% | $3,958-91.1% | $6,407-94.5% |
| Admin fee / account holder | $356 | $6,198-94.3% | $6,033-94.1% | $12,270-97.1% |