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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 | $617 | $126,113-99.5% | $116,096-99.5% | $155,188-99.6% |
| Participation rate | 90.0% | 75.1%+14.9pp | 73.3%+16.7pp | 80.8%+9.2pp |
| Annual return | 9.21% | 391.72%-382.5pp | 326.25%-317.0pp | 148.84%-139.6pp |
| Employer contribution / active EE | $101 | $2,672-96.2% | $2,503-96.0% | $4,248-97.6% |
| Participant deferral / active EE | $152 | $4,162-96.4% | $3,952-96.2% | $6,531-97.7% |
| Admin fee / account holder | $961 | $8,045-88.1% | $7,704-87.5% | $14,480-93.4% |