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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 | $76,368-97.8% | $67,681-97.5% | $154,746-98.9% |
| Participation rate | 91.7% | 79.0%+12.7pp | 73.7%+17.9pp | 80.7%+11.0pp |
| Annual return | 18.84% | 1066.77%-1047.9pp | 590.58%-571.7pp | 172.34%-153.5pp |
| Employer contribution / active EE | $577 | $3,151-81.7% | $2,678-78.5% | $4,379-86.8% |
| Participant deferral / active EE | $779 | $4,824-83.9% | $3,976-80.4% | $6,730-88.4% |
| Admin fee / account holder | $881 | $8,559-89.7% | $6,100-85.6% | $14,365-93.9% |