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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 | $106,749-97.7% | $145,433-98.3% | $82,448-97.0% |
| Participation rate | 82.4% | 75.6%+6.7pp | 82.1%+0.2pp | 68.1%+14.3pp |
| Annual return | 56.85% | 27.59%+29.3pp | 66.58%-9.7pp | 41.64%+15.2pp |
| Employer contribution / active EE | $737 | $3,444-78.6% | $4,554-83.8% | $2,551-71.1% |
| Participant deferral / active EE | $1,729 | $6,519-73.5% | $7,897-78.1% | $4,139-58.2% |
| Admin fee / account holder | $740 | $8,390-91.2% | $13,129-94.4% | $7,234-89.8% |