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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 | $1,071 | $111,830-99.0% | $93,696-98.9% | $145,884-99.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.52% | 204.08%-194.6pp | 133.74%-124.2pp | 551.85%-542.3pp |
| Employer contribution / active EE | $565 | $3,093-81.7% | $2,422-76.7% | $4,662-87.9% |
| Participant deferral / active EE | $575 | $4,920-88.3% | $4,417-87.0% | $6,690-91.4% |
| Admin fee / account holder | $795 | $10,249-92.2% | $8,287-90.4% | $13,392-94.1% |