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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 | $559 | $69,118-99.2% | $53,647-99.0% | $138,895-99.6% |
| Participation rate | 85.7% | 64.0%+21.7pp | 56.3%+29.4pp | 79.9%+5.8pp |
| Annual return | 10.30% | 248.26%-238.0pp | 358.33%-348.0pp | 145.39%-135.1pp |
| Employer contribution / active EE | $166 | $1,189-86.1% | $962-82.8% | $4,194-96.1% |
| Participant deferral / active EE | $76 | $2,274-96.7% | $1,813-95.8% | $6,396-98.8% |
| Admin fee / account holder | $599 | $2,724-78.0% | $2,460-75.7% | $12,562-95.2% |