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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 | $1,720 | $108,882-98.4% | $96,754-98.2% | $154,746-98.9% |
| Participation rate | 81.8% | 75.1%+6.7pp | 70.3%+11.5pp | 80.7%+1.1pp |
| Annual return | 131.72% | 98.39%+33.3pp | 82.04%+49.7pp | 172.34%-40.6pp |
| Employer contribution / active EE | $611 | $3,018-79.7% | $2,679-77.2% | $4,379-86.0% |
| Participant deferral / active EE | $600 | $5,323-88.7% | $4,758-87.4% | $6,730-91.1% |
| Admin fee / account holder | $402 | $10,200-96.1% | $8,905-95.5% | $14,365-97.2% |