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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 | $588 | $51,631-98.9% | $129,397-99.5% | $80,925-99.3% |
| Participation rate | 85.7% | 56.9%+28.8pp | 69.6%+16.1pp | 67.7%+18.1pp |
| Annual return | 55.48% | 20.77%+34.7pp | 9453.98%-9398.5pp | 35.65%+19.8pp |
| Employer contribution / active EE | $1,844 | $1,583+16.5% | $4,154-55.6% | $2,756-33.1% |
| Participant deferral / active EE | $67 | $2,670-97.5% | $4,167-98.4% | $4,299-98.4% |
| Admin fee / account holder | $20,357 | $4,309+372.4% | $7,679+165.1% | $6,940+193.3% |