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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 | $1,700 | $68,097-97.5% | $62,929-97.3% | $137,256-98.8% |
| Participation rate | 91.7% | 77.4%+14.2pp | 73.1%+18.6pp | 80.0%+11.7pp |
| Annual return | 18.84% | 1859.11%-1840.3pp | 1063.93%-1045.1pp | 220.34%-201.5pp |
| Employer contribution / active EE | $577 | $2,811-79.5% | $2,505-77.0% | $4,156-86.1% |
| Participant deferral / active EE | $779 | $4,553-82.9% | $3,888-80.0% | $6,407-87.8% |
| Admin fee / account holder | $881 | $6,521-86.5% | $5,065-82.6% | $12,270-92.8% |