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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 | $1,137 | $138,102-99.2% | $125,381-99.1% | $134,532-99.2% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,019 | $5,245-80.6% | $4,815-78.8% | $4,741-78.5% |
| Participant deferral / active EE | $1,019 | $7,801-86.9% | $7,448-86.3% | $6,401-84.1% |
| Admin fee / account holder | $431 | $11,568-96.3% | $10,007-95.7% | $11,429-96.2% |