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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 | $4,455 | $85,171-94.8% | $172,753-97.4% | $72,976-93.9% |
| Participation rate | 97.1% | 70.1%+27.1pp | 82.6%+14.5pp | 69.5%+27.7pp |
| Annual return | 22.15% | 27.32%-5.2pp | 803.00%-780.9pp | 81.02%-58.9pp |
| Employer contribution / active EE | $906 | $3,324-72.8% | $5,144-82.4% | $2,440-62.9% |
| Participant deferral / active EE | $588 | $3,260-82.0% | $5,198-88.7% | $3,608-83.7% |
| Admin fee / account holder | $315 | $5,880-94.7% | $13,956-97.7% | $5,124-93.9% |