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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 | $6,894 | $177,353-96.1% | $158,226-95.6% | $198,609-96.5% |
| Participation rate | 83.3% | 77.0%+6.3pp | 74.8%+8.5pp | 82.4%+1.0pp |
| Annual return | 17.66% | 599.50%-581.8pp | 501.41%-483.7pp | 202.70%-185.0pp |
| Employer contribution / active EE | $678 | $3,239-79.1% | $2,986-77.3% | $5,055-86.6% |
| Participant deferral / active EE | $744 | $4,615-83.9% | $4,317-82.8% | $6,977-89.3% |
| Admin fee / account holder | $373 | $10,960-96.6% | $10,217-96.3% | $19,030-98.0% |