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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 | $1,772 | $157,304-98.9% | $141,197-98.7% | $152,909-98.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 147.34% | 64.34%+83.0pp | 71.41%+75.9pp | 345.46%-198.1pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,463 | $7,111-79.4% | $6,710-78.2% | $5,851-75.0% |
| Admin fee / account holder | $343 | $12,126-97.2% | $10,265-96.7% | $11,601-97.0% |