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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 | $2,050 | $102,595-98.0% | $94,057-97.8% | $154,746-98.7% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 26.89% | 583.42%-556.5pp | 480.62%-453.7pp | 172.34%-145.4pp |
| Employer contribution / active EE | $654 | $3,147-79.2% | $2,933-77.7% | $4,379-85.1% |
| Participant deferral / active EE | $1,011 | $5,118-80.3% | $4,709-78.5% | $6,730-85.0% |
| Admin fee / account holder | $720 | $7,736-90.7% | $7,244-90.1% | $14,365-95.0% |