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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 | $4,807 | $165,584-97.1% | $142,942-96.6% | $137,256-96.5% |
| Participation rate | 94.4% | 80.1%+14.4pp | 76.8%+17.6pp | 80.0%+14.5pp |
| Annual return | 26.38% | 164.22%-137.8pp | 113.70%-87.3pp | 220.34%-194.0pp |
| Employer contribution / active EE | $747 | $4,725-84.2% | $4,139-81.9% | $4,156-82.0% |
| Participant deferral / active EE | $1,562 | $8,194-80.9% | $7,128-78.1% | $6,407-75.6% |
| Admin fee / account holder | $445 | $16,167-97.2% | $12,475-96.4% | $12,270-96.4% |