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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 | $7,264 | $183,592-96.0% | $155,574-95.3% | $145,877-95.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 81.19% | 61.37%+19.8pp | 64.87%+16.3pp | 551.28%-470.1pp |
| Employer contribution / active EE | $1,051 | $5,317-80.2% | $4,676-77.5% | $4,663-77.5% |
| Participant deferral / active EE | $1,180 | $6,466-81.8% | $5,629-79.0% | $6,691-82.4% |
| Admin fee / account holder | $629 | $19,316-96.7% | $15,914-96.0% | $13,402-95.3% |