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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 | $160,040-99.1% | $147,096-99.0% | $145,877-99.0% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 12.43% | 98.49%-86.1pp | 419.75%-407.3pp | 551.28%-538.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $747 | $8,429-91.1% | $8,071-90.7% | $6,691-88.8% |
| Admin fee / account holder | $678 | $15,050-95.5% | $13,005-94.8% | $13,402-94.9% |