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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 | $1,417 | $72,071-98.0% | $68,368-97.9% | $137,256-99.0% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 25.23% | 353.14%-327.9pp | 292.57%-267.3pp | 220.34%-195.1pp |
| Employer contribution / active EE | $556 | $2,788-80.1% | $2,649-79.0% | $4,156-86.6% |
| Participant deferral / active EE | $556 | $4,410-87.4% | $4,123-86.5% | $6,407-91.3% |
| Admin fee / account holder | $901 | $5,336-83.1% | $5,150-82.5% | $12,270-92.7% |