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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 | $1,389 | $150,447-99.1% | $136,298-99.0% | $147,586-99.1% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 15.08% | 1049.15%-1034.1pp | 5156.27%-5141.2pp | 578.59%-563.5pp |
| Employer contribution / active EE | $1,582 | $5,256-69.9% | $4,696-66.3% | $4,876-67.6% |
| Participant deferral / active EE | $699 | $6,631-89.5% | $6,247-88.8% | $5,439-87.1% |
| Admin fee / account holder | $1,318 | $10,906-87.9% | $9,244-85.7% | $10,886-87.9% |