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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 | $3,020 | $162,529-98.1% | $130,788-97.7% | $154,746-98.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.43% | 510.48%-494.0pp | 386.44%-370.0pp | 172.34%-155.9pp |
| Employer contribution / active EE | $224 | $4,447-95.0% | $3,558-93.7% | $4,379-94.9% |
| Participant deferral / active EE | $280 | $4,808-94.2% | $4,137-93.2% | $6,730-95.8% |
| Admin fee / account holder | $701 | $7,669-90.9% | $6,673-89.5% | $14,365-95.1% |