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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 | $2,427 | $154,159-98.4% | $130,026-98.1% | $139,456-98.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.15% | 32.50%-20.3pp | -137.26%+149.4pp | 373.45%-361.3pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $662 | $6,710-90.1% | $5,821-88.6% | $6,711-90.1% |
| Admin fee / account holder | $828 | $14,001-94.1% | $10,608-92.2% | $11,407-92.7% |