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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 | $1,869 | $102,595-98.2% | $94,057-98.0% | $154,746-98.8% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 80.7%+9.3pp |
| Annual return | 13.03% | 583.42%-570.4pp | 480.62%-467.6pp | 172.34%-159.3pp |
| Employer contribution / active EE | $452 | $3,147-85.6% | $2,933-84.6% | $4,379-89.7% |
| Participant deferral / active EE | $492 | $5,118-90.4% | $4,709-89.6% | $6,730-92.7% |
| Admin fee / account holder | $465 | $7,736-94.0% | $7,244-93.6% | $14,365-96.8% |