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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 | $1,475 | $99,079-98.5% | $78,002-98.1% | $273,972-99.5% |
| Participation rate | 76.9% | 78.6%-1.6pp | 75.5%+1.4pp | 83.0%-6.1pp |
| Annual return | 5.06% | 217.93%-212.9pp | 425.99%-420.9pp | 41.46%-36.4pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $577 | $4,306-86.6% | $3,497-83.5% | $5,287-89.1% |
| Admin fee / account holder | $886 | $8,954-90.1% | $5,481-83.8% | $10,133-91.3% |