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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 | $1,613 | $176,077-99.1% | $159,455-99.0% | $167,518-99.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.83%-331.8pp | 263.63%-263.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $969 | $5,298-81.7% | $4,830-79.9% | $4,838-80.0% |
| Participant deferral / active EE | $1,490 | $7,751-80.8% | $7,353-79.7% | $6,342-76.5% |
| Admin fee / account holder | $335 | $12,556-97.3% | $10,800-96.9% | $12,312-97.3% |