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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 | $585 | $68,097-99.1% | $62,929-99.1% | $137,256-99.6% |
| Participation rate | 73.7% | 77.4%-3.8pp | 73.1%+0.6pp | 80.0%-6.3pp |
| Annual return | 12.95% | 1859.11%-1846.2pp | 1063.93%-1051.0pp | 220.34%-207.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $277 | $4,553-93.9% | $3,888-92.9% | $6,407-95.7% |
| Admin fee / account holder | $534 | $6,521-91.8% | $5,065-89.5% | $12,270-95.6% |