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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 | $1,884 | $101,618-98.1% | $93,063-98.0% | $137,256-98.6% |
| Participation rate | 92.9% | 74.9%+17.9pp | 72.1%+20.7pp | 80.0%+12.9pp |
| Annual return | 37.99% | 223.95%-186.0pp | 34.15%+3.8pp | 220.34%-182.4pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $94 | $4,279-97.8% | $3,958-97.6% | $6,407-98.5% |
| Admin fee / account holder | $759 | $6,198-87.8% | $6,033-87.4% | $12,270-93.8% |