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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 | $2,886 | $166,242-98.3% | $165,071-98.3% | $145,884-98.0% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 13.51% | 100.44%-86.9pp | 70.17%-56.7pp | 551.85%-538.3pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,452 | $6,964-79.2% | $6,035-75.9% | $6,690-78.3% |
| Admin fee / account holder | $3,750 | $16,658-77.5% | $12,695-70.5% | $13,392-72.0% |