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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 | $896 | $67,823-98.7% | $52,425-98.3% | $137,256-99.3% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 12.06% | 219.11%-207.0pp | 302.12%-290.1pp | 220.34%-208.3pp |
| Employer contribution / active EE | $29 | $1,163-97.5% | $914-96.8% | $4,156-99.3% |
| Participant deferral / active EE | $36 | $2,288-98.4% | $1,790-98.0% | $6,407-99.4% |
| Admin fee / account holder | $2,924 | $2,844+2.8% | $2,495+17.2% | $12,270-76.2% |