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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 | $607 | $88,702-99.3% | $81,780-99.3% | $145,978-99.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 26.90% | 1029.12%-1002.2pp | 776.27%-749.4pp | 550.52%-523.6pp |
| Employer contribution / active EE | $446 | $3,084-85.6% | $2,914-84.7% | $4,662-90.4% |
| Participant deferral / active EE | $446 | $4,645-90.4% | $4,321-89.7% | $6,690-93.3% |
| Admin fee / account holder | $460 | $8,414-94.5% | $7,384-93.8% | $13,400-96.6% |