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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 | $4,847 | $114,013-95.7% | $103,693-95.3% | $155,188-96.9% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.2pp | 80.8%+8.1pp |
| Annual return | 20.95% | 49.31%-28.4pp | 47.61%-26.7pp | 148.84%-127.9pp |
| Employer contribution / active EE | $586 | $3,131-81.3% | $2,920-79.9% | $4,248-86.2% |
| Participant deferral / active EE | $987 | $4,970-80.1% | $4,579-78.4% | $6,531-84.9% |
| Admin fee / account holder | $319 | $8,407-96.2% | $7,858-95.9% | $14,480-97.8% |