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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 | $1,507 | $111,785-98.7% | $93,669-98.4% | $145,877-99.0% |
| Participation rate | 77.3% | 74.2%+3.0pp | 68.7%+8.5pp | 80.3%-3.0pp |
| Annual return | 7.89% | 203.79%-195.9pp | 133.59%-125.7pp | 551.28%-543.4pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,049 | $4,919-78.7% | $4,416-76.2% | $6,691-84.3% |
| Admin fee / account holder | $1,637 | $10,256-84.0% | $8,291-80.3% | $13,402-87.8% |