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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 | $2,066 | $183,539-98.9% | $155,556-98.7% | $145,897-98.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 9.55% | 61.31%-51.8pp | 64.84%-55.3pp | 552.29%-542.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,177 | $6,467-81.8% | $5,631-79.1% | $6,689-82.4% |
| Admin fee / account holder | $721 | $19,275-96.3% | $15,885-95.5% | $13,390-94.6% |