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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 | $1,742 | $132,634-98.7% | $115,768-98.5% | $137,256-98.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 20.15% | 160.70%-140.6pp | 100.46%-80.3pp | 220.34%-200.2pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,258 | $5,619-77.6% | $4,917-74.4% | $6,407-80.4% |
| Admin fee / account holder | $647 | $15,028-95.7% | $12,439-94.8% | $12,270-94.7% |