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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 | $4,219 | $185,905-97.7% | $170,057-97.5% | $139,487-97.0% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 0.00% | 60.56%-60.6pp | 53.42%-53.4pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,937 | $7,597-74.5% | $6,790-71.5% | $4,755-59.3% |
| Participant deferral / active EE | $2,278 | $11,627-80.4% | $10,411-78.1% | $6,713-66.1% |
| Admin fee / account holder | $328 | $15,397-97.9% | $12,826-97.4% | $11,407-97.1% |