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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 | $70,121-97.1% | $63,803-96.8% | $138,895-98.5% |
| Participation rate | 88.2% | 77.2%+11.0pp | 72.7%+15.5pp | 79.9%+8.3pp |
| Annual return | 15.89% | 946.48%-930.6pp | 543.72%-527.8pp | 145.39%-129.5pp |
| Employer contribution / active EE | $716 | $2,882-75.2% | $2,532-71.7% | $4,194-82.9% |
| Participant deferral / active EE | $829 | $4,535-81.7% | $3,843-78.4% | $6,396-87.0% |
| Admin fee / account holder | $699 | $6,738-89.6% | $5,196-86.6% | $12,562-94.4% |