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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 | $578 | $84,708-99.3% | $75,714-99.2% | $167,536-99.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.8%+0.2pp | 82.1%-7.1pp |
| Annual return | 21.36% | 199.62%-178.3pp | 104.62%-83.3pp | 478.82%-457.5pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $706 | $4,577-84.6% | $3,820-81.5% | $6,342-88.9% |
| Admin fee / account holder | $322 | $5,358-94.0% | $3,619-91.1% | $12,315-97.4% |