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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 | $856 | $97,125-99.1% | $86,233-99.0% | $137,256-99.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.29% | 74.19%-57.9pp | 61.39%-45.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $301 | $2,841-89.4% | $2,504-88.0% | $4,156-92.7% |
| Participant deferral / active EE | $462 | $5,180-91.1% | $4,559-89.9% | $6,407-92.8% |
| Admin fee / account holder | $494 | $9,725-94.9% | $8,342-94.1% | $12,270-96.0% |