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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 | $5,900 | $85,171-93.1% | $172,752-96.6% | $72,975-91.9% |
| Participation rate | 98.3% | 70.1%+28.2pp | 82.6%+15.7pp | 69.5%+28.8pp |
| Annual return | 35.83% | 27.32%+8.5pp | 802.97%-767.1pp | 81.01%-45.2pp |
| Employer contribution / active EE | $680 | $3,324-79.5% | $5,144-86.8% | $2,440-72.1% |
| Participant deferral / active EE | $537 | $3,260-83.5% | $5,198-89.7% | $3,608-85.1% |
| Admin fee / account holder | $474 | $5,880-91.9% | $13,955-96.6% | $5,124-90.8% |