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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 | $1,271 | $85,171-98.5% | $172,752-99.3% | $72,975-98.3% |
| Participation rate | 80.6% | 70.1%+10.6pp | 82.6%-2.0pp | 69.5%+11.2pp |
| Annual return | 18.80% | 27.32%-8.5pp | 802.97%-784.2pp | 81.01%-62.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $516 | $3,260-84.2% | $5,198-90.1% | $3,608-85.7% |
| Admin fee / account holder | $528 | $5,880-91.0% | $13,955-96.2% | $5,124-89.7% |