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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 | $198 | $94,439-99.8% | $73,658-99.7% | $154,746-99.9% |
| Participation rate | 80.0% | 64.7%+15.3pp | 57.0%+23.0pp | 80.7%-0.7pp |
| Annual return | 4.53% | 28.25%-23.7pp | 29.72%-25.2pp | 172.34%-167.8pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $145 | $2,527-94.3% | $2,062-93.0% | $6,730-97.8% |
| Admin fee / account holder | $436 | $3,843-88.7% | $3,357-87.0% | $14,365-97.0% |