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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 | $2,680 | $68,097-96.1% | $62,929-95.7% | $137,256-98.0% |
| Participation rate | 88.9% | 77.4%+11.4pp | 73.1%+15.8pp | 80.0%+8.9pp |
| Annual return | 16.96% | 1859.11%-1842.2pp | 1063.93%-1047.0pp | 220.34%-203.4pp |
| Employer contribution / active EE | $253 | $2,811-91.0% | $2,505-89.9% | $4,156-93.9% |
| Participant deferral / active EE | $627 | $4,553-86.2% | $3,888-83.9% | $6,407-90.2% |
| Admin fee / account holder | $725 | $6,521-88.9% | $5,065-85.7% | $12,270-94.1% |