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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 | $832 | $160,070-99.5% | $147,117-99.4% | $145,897-99.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 66.97% | 98.69%-31.7pp | 420.54%-353.6pp | 552.29%-485.3pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $827 | $8,419-90.2% | $8,065-89.8% | $6,689-87.6% |
| Admin fee / account holder | $307 | $15,035-98.0% | $12,993-97.6% | $13,390-97.7% |