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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 | $156 | $162,529-99.9% | $130,788-99.9% | $154,746-99.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 10.65% | 510.48%-499.8pp | 386.44%-375.8pp | 172.34%-161.7pp |
| Employer contribution / active EE | $99 | $4,447-97.8% | $3,558-97.2% | $4,379-97.7% |
| Participant deferral / active EE | $124 | $4,808-97.4% | $4,137-97.0% | $6,730-98.2% |
| Admin fee / account holder | $811 | $7,669-89.4% | $6,673-87.9% | $14,365-94.4% |