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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 | $960 | $67,823-98.6% | $52,425-98.2% | $137,256-99.3% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 21.16% | 219.11%-197.9pp | 302.12%-281.0pp | 220.34%-199.2pp |
| Employer contribution / active EE | $170 | $1,163-85.4% | $914-81.4% | $4,156-95.9% |
| Participant deferral / active EE | $184 | $2,288-91.9% | $1,790-89.7% | $6,407-97.1% |
| Admin fee / account holder | $319 | $2,844-88.8% | $2,495-87.2% | $12,270-97.4% |