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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 | $3,082 | $176,077-98.2% | $159,455-98.1% | $167,518-98.2% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 0.00% | 331.83%-331.8pp | 263.63%-263.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,060 | $5,298-80.0% | $4,830-78.1% | $4,838-78.1% |
| Participant deferral / active EE | $1,722 | $7,751-77.8% | $7,353-76.6% | $6,342-72.9% |
| Admin fee / account holder | $346 | $12,556-97.2% | $10,800-96.8% | $12,312-97.2% |