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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 | $4,459 | $160,070-97.2% | $147,117-97.0% | $145,897-96.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.31% | 98.69%-84.4pp | 420.54%-406.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $563 | $8,419-93.3% | $8,065-93.0% | $6,689-91.6% |
| Admin fee / account holder | $706 | $15,035-95.3% | $12,993-94.6% | $13,390-94.7% |