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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 | $4,879 | $289,211-98.3% | $260,467-98.1% | $198,609-97.5% |
| Participation rate | 83.3% | 83.1%+0.2pp | 80.5%+2.9pp | 82.4%+1.0pp |
| Annual return | 11.27% | 112.90%-101.6pp | 100.60%-89.3pp | 202.70%-191.4pp |
| Employer contribution / active EE | $1,218 | $4,663-73.9% | $4,239-71.3% | $5,055-75.9% |
| Participant deferral / active EE | $1,218 | $6,812-82.1% | $6,319-80.7% | $6,977-82.5% |
| Admin fee / account holder | $3,092 | $16,236-81.0% | $15,461-80.0% | $19,030-83.8% |