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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 | $2,167 | $160,070-98.6% | $147,117-98.5% | $145,897-98.5% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 15.19% | 98.69%-83.5pp | 420.54%-405.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $860 | $8,419-89.8% | $8,065-89.3% | $6,689-87.1% |
| Admin fee / account holder | $501 | $15,035-96.7% | $12,993-96.1% | $13,390-96.3% |