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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 | $897 | $165,584-99.5% | $142,942-99.4% | $137,256-99.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 20.06% | 164.22%-144.2pp | 113.70%-93.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $812 | $4,725-82.8% | $4,139-80.4% | $4,156-80.5% |
| Participant deferral / active EE | $1,106 | $8,194-86.5% | $7,128-84.5% | $6,407-82.7% |
| Admin fee / account holder | $593 | $16,167-96.3% | $12,475-95.2% | $12,270-95.2% |