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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 | $1,372 | $123,155-98.9% | $108,753-98.7% | $155,188-99.1% |
| Participation rate | 75.0% | 75.6%-0.6pp | 71.1%+3.9pp | 80.8%-5.8pp |
| Annual return | 58.76% | 44.73%+14.0pp | 37.47%+21.3pp | 148.84%-90.1pp |
| Employer contribution / active EE | $648 | $2,811-77.0% | $2,427-73.3% | $4,248-84.8% |
| Participant deferral / active EE | $672 | $4,623-85.5% | $4,115-83.7% | $6,531-89.7% |
| Admin fee / account holder | $513 | $12,126-95.8% | $10,320-95.0% | $14,480-96.5% |