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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 | $2,915 | $150,446-98.1% | $136,297-97.9% | $147,585-98.0% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 12.97% | 1049.14%-1036.2pp | 5156.19%-5143.2pp | 578.58%-565.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $920 | $6,631-86.1% | $6,247-85.3% | $5,439-83.1% |
| Admin fee / account holder | $1,872 | $10,906-82.8% | $9,244-79.8% | $10,886-82.8% |