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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 | $8,430 | $105,198-92.0% | $159,455-94.7% | $85,856-90.2% |
| Participation rate | 83.1% | 75.8%+7.3pp | 82.8%+0.3pp | 69.3%+13.8pp |
| Annual return | 19.41% | 45.08%-25.7pp | 263.63%-244.2pp | 318.58%-299.2pp |
| Employer contribution / active EE | $654 | $3,319-80.3% | $4,830-86.5% | $2,565-74.5% |
| Participant deferral / active EE | $2,010 | $5,946-66.2% | $7,353-72.7% | $3,952-49.1% |
| Admin fee / account holder | $621 | $6,934-91.0% | $10,800-94.3% | $6,261-90.1% |