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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 | $1,557 | $141,004-98.9% | $112,273-98.6% | $139,466-98.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 47.42% | 32.75%+14.7pp | 30.23%+17.2pp | 373.66%-326.2pp |
| Employer contribution / active EE | $1,002 | $4,285-76.6% | $3,431-70.8% | $4,754-78.9% |
| Participant deferral / active EE | $1,149 | $5,878-80.5% | $4,800-76.1% | $6,712-82.9% |
| Admin fee / account holder | $329 | $9,959-96.7% | $7,752-95.8% | $11,409-97.1% |