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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 | $8,917 | $65,423-86.4% | $98,477-90.9% | $85,856-89.6% |
| Participation rate | 77.2% | 65.0%+12.2pp | 73.3%+3.9pp | 69.3%+7.9pp |
| Annual return | 33.31% | 21.76%+11.6pp | 1493.59%-1460.3pp | 318.58%-285.3pp |
| Employer contribution / active EE | $1,044 | $2,168-51.9% | $2,961-64.7% | $2,565-59.3% |
| Participant deferral / active EE | $655 | $3,167-79.3% | $4,276-84.7% | $3,952-83.4% |
| Admin fee / account holder | $609 | $4,594-86.7% | $5,951-89.8% | $6,261-90.3% |