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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 | $765 | $149,040-99.5% | $120,225-99.4% | $137,256-99.4% |
| Participation rate | 83.3% | 75.4%+7.9pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 18.34% | 605.68%-587.3pp | 439.23%-420.9pp | 220.34%-202.0pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $118 | $4,655-97.5% | $3,999-97.1% | $6,407-98.2% |
| Admin fee / account holder | $304 | $6,348-95.2% | $5,696-94.7% | $12,270-97.5% |