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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 | $2,695 | $160,040-98.3% | $147,096-98.2% | $145,877-98.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.31% | 98.49%-85.2pp | 419.75%-406.4pp | 551.28%-538.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,921 | $8,429-77.2% | $8,071-76.2% | $6,691-71.3% |
| Admin fee / account holder | $1,139 | $15,050-92.4% | $13,005-91.2% | $13,402-91.5% |