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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 | $1,059 | $88,778-98.8% | $81,844-98.7% | $145,884-99.3% |
| Participation rate | 73.3% | 75.1%-1.7pp | 72.4%+1.0pp | 80.3%-7.0pp |
| Annual return | 44.47% | 1033.03%-988.6pp | 778.87%-734.4pp | 551.85%-507.4pp |
| Employer contribution / active EE | $520 | $3,087-83.2% | $2,916-82.2% | $4,662-88.8% |
| Participant deferral / active EE | $647 | $4,648-86.1% | $4,323-85.0% | $6,690-90.3% |
| Admin fee / account holder | $771 | $8,430-90.9% | $7,355-89.5% | $13,392-94.2% |