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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 | $1,688 | $185,856-99.1% | $170,028-99.0% | $139,456-98.8% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 19.31% | 60.52%-41.2pp | 53.39%-34.1pp | 373.45%-354.1pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $966 | $11,623-91.7% | $10,409-90.7% | $6,711-85.6% |
| Admin fee / account holder | $382 | $15,387-97.5% | $12,820-97.0% | $11,407-96.6% |