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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 | $4,018 | $93,589-95.7% | $135,942-97.0% | $75,181-94.7% |
| Participation rate | 82.1% | 75.2%+6.9pp | 81.9%+0.1pp | 67.2%+14.9pp |
| Annual return | 133.11% | 30.90%+102.2pp | 68.28%+64.8pp | 160.69%-27.6pp |
| Employer contribution / active EE | $833 | $3,537-76.5% | $4,858-82.9% | $2,671-68.8% |
| Participant deferral / active EE | $1,416 | $6,405-77.9% | $7,759-81.8% | $4,126-65.7% |
| Admin fee / account holder | $1,907 | $6,977-72.7% | $10,764-82.3% | $5,650-66.2% |