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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 | $4,047 | $114,013-96.5% | $103,693-96.1% | $155,188-97.4% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.1pp | 80.8%-3.0pp |
| Annual return | 14.65% | 49.31%-34.7pp | 47.61%-33.0pp | 148.84%-134.2pp |
| Employer contribution / active EE | $766 | $3,131-75.5% | $2,920-73.8% | $4,248-82.0% |
| Participant deferral / active EE | $950 | $4,970-80.9% | $4,579-79.3% | $6,531-85.5% |
| Admin fee / account holder | $862 | $8,407-89.7% | $7,858-89.0% | $14,480-94.0% |