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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 | $633 | $114,013-99.4% | $103,693-99.4% | $155,188-99.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 92.36% | 49.31%+43.0pp | 47.61%+44.7pp | 148.84%-56.5pp |
| Employer contribution / active EE | $329 | $3,131-89.5% | $2,920-88.7% | $4,248-92.3% |
| Participant deferral / active EE | $655 | $4,970-86.8% | $4,579-85.7% | $6,531-90.0% |
| Admin fee / account holder | $1,711 | $8,407-79.7% | $7,858-78.2% | $14,480-88.2% |