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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 | $69,118-98.6% | $53,647-98.2% | $138,895-99.3% |
| Participation rate | 75.0% | 64.0%+11.0pp | 56.3%+18.7pp | 79.9%-4.9pp |
| Annual return | 21.16% | 248.26%-227.1pp | 358.33%-337.2pp | 145.39%-124.2pp |
| Employer contribution / active EE | $170 | $1,189-85.7% | $962-82.3% | $4,194-95.9% |
| Participant deferral / active EE | $184 | $2,274-91.9% | $1,813-89.8% | $6,396-97.1% |
| Admin fee / account holder | $319 | $2,724-88.3% | $2,460-87.0% | $12,562-97.5% |