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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 | $1,358 | $162,529-99.2% | $130,788-99.0% | $154,746-99.1% |
| Participation rate | 71.4% | 75.9%-4.4pp | 70.1%+1.3pp | 80.7%-9.3pp |
| Annual return | 19.84% | 510.48%-490.6pp | 386.44%-366.6pp | 172.34%-152.5pp |
| Employer contribution / active EE | $347 | $4,447-92.2% | $3,558-90.2% | $4,379-92.1% |
| Participant deferral / active EE | $409 | $4,808-91.5% | $4,137-90.1% | $6,730-93.9% |
| Admin fee / account holder | $495 | $7,669-93.5% | $6,673-92.6% | $14,365-96.6% |