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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 | $551 | $70,121-99.2% | $63,803-99.1% | $138,895-99.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 14.06% | 946.48%-932.4pp | 543.72%-529.7pp | 145.39%-131.3pp |
| Employer contribution / active EE | $336 | $2,882-88.3% | $2,532-86.7% | $4,194-92.0% |
| Participant deferral / active EE | $336 | $4,535-92.6% | $3,843-91.2% | $6,396-94.7% |
| Admin fee / account holder | $717 | $6,738-89.4% | $5,196-86.2% | $12,562-94.3% |