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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 | $5,106 | $72,465-93.0% | $67,575-92.4% | $145,884-96.5% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 28.58% | 7222.56%-7194.0pp | 3528.98%-3500.4pp | 551.85%-523.3pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $448 | $4,786-90.6% | $4,003-88.8% | $6,690-93.3% |
| Admin fee / account holder | $416 | $5,515-92.5% | $3,993-89.6% | $13,392-96.9% |