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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 | $510 | $180,749-99.7% | $160,784-99.7% | $137,256-99.6% |
| Participation rate | 88.9% | 80.0%+8.9pp | 77.0%+11.9pp | 80.0%+8.9pp |
| Annual return | 18.87% | 2234.46%-2215.6pp | 1803.92%-1785.1pp | 220.34%-201.5pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $622 | $6,844-90.9% | $6,293-90.1% | $6,407-90.3% |
| Admin fee / account holder | $882 | $10,397-91.5% | $9,717-90.9% | $12,270-92.8% |