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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 | $88,754-98.9% | $81,820-98.8% | $145,877-99.3% |
| Participation rate | 73.7% | 75.1%-1.4pp | 72.4%+1.3pp | 80.3%-6.6pp |
| Annual return | 11.14% | 1031.77%-1020.6pp | 777.93%-766.8pp | 551.28%-540.1pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $404 | $4,648-91.3% | $4,323-90.7% | $6,691-94.0% |
| Admin fee / account holder | $382 | $8,424-95.5% | $7,391-94.8% | $13,402-97.2% |