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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 | $5,484 | $138,312-96.0% | $122,979-95.5% | $155,188-96.5% |
| Participation rate | 85.7% | 80.2%+5.5pp | 77.2%+8.5pp | 80.8%+4.9pp |
| Annual return | 49.59% | 22.06%+27.5pp | 20.12%+29.5pp | 148.84%-99.2pp |
| Employer contribution / active EE | $1,072 | $3,530-69.6% | $3,062-65.0% | $4,248-74.8% |
| Participant deferral / active EE | $1,313 | $5,592-76.5% | $5,003-73.8% | $6,531-79.9% |
| Admin fee / account holder | $463 | $15,089-96.9% | $12,864-96.4% | $14,480-96.8% |