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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 | $1,720 | $97,125-98.2% | $86,233-98.0% | $137,256-98.7% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.0%+12.8pp | 80.0%+1.9pp |
| Annual return | 131.72% | 74.19%+57.5pp | 61.39%+70.3pp | 220.34%-88.6pp |
| Employer contribution / active EE | $611 | $2,841-78.5% | $2,504-75.6% | $4,156-85.3% |
| Participant deferral / active EE | $600 | $5,180-88.4% | $4,559-86.8% | $6,407-90.6% |
| Admin fee / account holder | $402 | $9,725-95.9% | $8,342-95.2% | $12,270-96.7% |