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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 | $555 | $72,071-99.2% | $68,368-99.2% | $137,256-99.6% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.0%-1.4pp |
| Annual return | 55.47% | 353.14%-297.7pp | 292.57%-237.1pp | 220.34%-164.9pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $446 | $4,410-89.9% | $4,123-89.2% | $6,407-93.0% |
| Admin fee / account holder | $676 | $5,336-87.3% | $5,150-86.9% | $12,270-94.5% |