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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 | $1,260 | $68,097-98.1% | $62,929-98.0% | $137,256-99.1% |
| Participation rate | 82.6% | 77.4%+5.2pp | 73.1%+9.5pp | 80.0%+2.6pp |
| Annual return | 17.16% | 1859.11%-1842.0pp | 1063.93%-1046.8pp | 220.34%-203.2pp |
| Employer contribution / active EE | $550 | $2,811-80.4% | $2,505-78.0% | $4,156-86.8% |
| Participant deferral / active EE | $550 | $4,553-87.9% | $3,888-85.9% | $6,407-91.4% |
| Admin fee / account holder | $1,203 | $6,521-81.6% | $5,065-76.3% | $12,270-90.2% |