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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 | $1,071 | $56,116-98.1% | $135,768-99.2% | $86,983-98.8% |
| Participation rate | 98.3% | 60.1%+38.1pp | 71.1%+27.2pp | 69.5%+28.7pp |
| Annual return | 21.31% | 125.33%-104.0pp | 526.10%-504.8pp | 25.83%-4.5pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $739 | $2,690-72.5% | $3,977-81.4% | $4,194-82.4% |
| Admin fee / account holder | $410 | $4,314-90.5% | $7,048-94.2% | $7,856-94.8% |