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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 | $971 | $88,778-98.9% | $81,844-98.8% | $145,884-99.3% |
| Participation rate | 73.7% | 75.1%-1.4pp | 72.4%+1.3pp | 80.3%-6.6pp |
| Annual return | 11.14% | 1033.03%-1021.9pp | 778.87%-767.7pp | 551.85%-540.7pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $404 | $4,648-91.3% | $4,323-90.7% | $6,690-94.0% |
| Admin fee / account holder | $382 | $8,430-95.5% | $7,355-94.8% | $13,392-97.1% |