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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 | $849 | $45,123-98.1% | $85,240-99.0% | $74,478-98.9% |
| Participation rate | 83.5% | 49.4%+34.1pp | 67.5%+15.9pp | 67.2%+16.3pp |
| Annual return | 14.14% | 26.32%-12.2pp | 66.75%-52.6pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $260 | $1,459-82.2% | $2,735-90.5% | $2,626-90.1% |
| Participant deferral / active EE | $528 | $2,736-80.7% | $4,527-88.3% | $4,350-87.9% |
| Admin fee / account holder | $431 | $2,215-80.5% | $6,165-93.0% | $1,946-77.8% |