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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 | $1,466 | $160,070-99.1% | $147,117-99.0% | $145,897-99.0% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 12.43% | 98.69%-86.3pp | 420.54%-408.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $747 | $8,419-91.1% | $8,065-90.7% | $6,689-88.8% |
| Admin fee / account holder | $678 | $15,035-95.5% | $12,993-94.8% | $13,390-94.9% |