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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 | $1,953 | $126,113-98.5% | $116,096-98.3% | $155,188-98.7% |
| Participation rate | 84.2% | 75.1%+9.1pp | 73.3%+10.9pp | 80.8%+3.4pp |
| Annual return | 10.56% | 391.72%-381.2pp | 326.25%-315.7pp | 148.84%-138.3pp |
| Employer contribution / active EE | $357 | $2,672-86.6% | $2,503-85.7% | $4,248-91.6% |
| Participant deferral / active EE | $468 | $4,162-88.8% | $3,952-88.2% | $6,531-92.8% |
| Admin fee / account holder | $612 | $8,045-92.4% | $7,704-92.1% | $14,480-95.8% |