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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 | $3,590 | $102,393-96.5% | $147,041-97.6% | $80,911-95.6% |
| Participation rate | 83.6% | 75.9%+7.8pp | 82.2%+1.5pp | 67.6%+16.0pp |
| Annual return | 97.21% | 134.95%-37.7pp | 419.21%-322.0pp | 35.63%+61.6pp |
| Employer contribution / active EE | $890 | $3,715-76.1% | $4,935-82.0% | $2,756-67.7% |
| Participant deferral / active EE | $1,336 | $6,647-79.9% | $8,071-83.5% | $4,297-68.9% |
| Admin fee / account holder | $309 | $7,943-96.1% | $13,006-97.6% | $6,935-95.5% |