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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 | $4,921 | $96,361-94.9% | $80,607-93.9% | $139,456-96.5% |
| Participation rate | 81.8% | 73.6%+8.2pp | 67.0%+14.8pp | 80.3%+1.5pp |
| Annual return | 12.91% | 1350.95%-1338.0pp | 936.11%-923.2pp | 373.45%-360.5pp |
| Employer contribution / active EE | $580 | $3,262-82.2% | $2,724-78.7% | $4,753-87.8% |
| Participant deferral / active EE | $636 | $5,232-87.9% | $4,448-85.7% | $6,711-90.5% |
| Admin fee / account holder | $457 | $6,601-93.1% | $5,379-91.5% | $11,407-96.0% |