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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 | $1,242 | $115,911-98.9% | $100,530-98.8% | $158,950-99.2% |
| Participation rate | 87.5% | 81.6%+5.9pp | 79.4%+8.1pp | 82.0%+5.5pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.89%-30.9pp | 302.91%-302.9pp |
| Employer contribution / active EE | $737 | $4,104-82.1% | $3,418-78.4% | $4,762-84.5% |
| Participant deferral / active EE | $880 | $6,676-86.8% | $6,271-86.0% | $5,983-85.3% |
| Admin fee / account holder | $504 | $10,999-95.4% | $8,083-93.8% | $11,248-95.5% |