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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 | $1,577 | $154,754-99.0% | $124,206-98.7% | $138,895-98.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 15.72% | 709.28%-693.6pp | 515.27%-499.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $715 | $4,446-83.9% | $3,540-79.8% | $4,194-83.0% |
| Participant deferral / active EE | $110 | $4,621-97.6% | $3,968-97.2% | $6,396-98.3% |
| Admin fee / account holder | $321 | $6,690-95.2% | $5,929-94.6% | $12,562-97.4% |