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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 | $2,035 | $73,421-97.2% | $66,439-96.9% | $155,188-98.7% |
| Participation rate | 88.2% | 79.7%+8.5pp | 74.5%+13.7pp | 80.8%+7.4pp |
| Annual return | 15.89% | 1382.37%-1366.5pp | 757.66%-741.8pp | 148.84%-132.9pp |
| Employer contribution / active EE | $716 | $3,039-76.4% | $2,637-72.8% | $4,248-83.1% |
| Participant deferral / active EE | $829 | $4,680-82.3% | $3,876-78.6% | $6,531-87.3% |
| Admin fee / account holder | $699 | $8,856-92.1% | $6,173-88.7% | $14,480-95.2% |