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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 | $2,482 | $99,875-97.5% | $146,866-98.3% | $86,983-97.1% |
| Participation rate | 82.4% | 75.8%+6.5pp | 82.5%-0.2pp | 69.5%+12.8pp |
| Annual return | 56.85% | 28.10%+28.8pp | 102.85%-46.0pp | 25.83%+31.0pp |
| Employer contribution / active EE | $737 | $3,224-77.1% | $4,425-83.3% | $2,584-71.5% |
| Participant deferral / active EE | $1,729 | $6,322-72.7% | $7,759-77.7% | $4,194-58.8% |
| Admin fee / account holder | $740 | $7,838-90.6% | $13,620-94.6% | $7,856-90.6% |