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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 | $4,951 | $95,383-94.8% | $185,837-97.3% | $85,856-94.2% |
| Participation rate | 98.6% | 68.8%+29.9pp | 81.7%+16.9pp | 69.3%+29.3pp |
| Annual return | 15.57% | 23.59%-8.0pp | 122.08%-106.5pp | 318.58%-303.0pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $158 | $3,423-95.4% | $5,568-97.2% | $3,952-96.0% |
| Admin fee / account holder | $588 | $7,213-91.9% | $16,241-96.4% | $6,261-90.6% |