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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 | $6,158 | $73,518-91.6% | $63,003-90.2% | $147,585-95.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 22.37% | 175.46%-153.1pp | 87.59%-65.2pp | 578.57%-556.2pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $379 | $4,183-90.9% | $3,329-88.6% | $5,439-93.0% |
| Admin fee / account holder | $354 | $5,952-94.1% | $3,600-90.2% | $10,885-96.7% |