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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 | $4,064 | $157,304-97.4% | $141,197-97.1% | $152,909-97.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 226.43% | 64.34%+162.1pp | 71.41%+155.0pp | 345.46%-119.0pp |
| Employer contribution / active EE | $1,489 | $5,263-71.7% | $4,736-68.6% | $4,764-68.7% |
| Participant deferral / active EE | $1,527 | $7,111-78.5% | $6,710-77.2% | $5,851-73.9% |
| Admin fee / account holder | $444 | $12,126-96.3% | $10,265-95.7% | $11,601-96.2% |