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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 | $10,358 | $57,352-81.9% | $83,830-87.6% | $64,173-83.9% |
| Participation rate | 80.9% | 68.6%+12.2pp | 76.1%+4.7pp | 69.6%+11.3pp |
| Annual return | -6.74% | 11.38%-18.1pp | 850.97%-857.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,662 | $2,546+43.9% | $3,631+0.9% | $2,381+53.8% |
| Participant deferral / active EE | $414 | $2,993-86.2% | $4,082-89.9% | $3,470-88.1% |
| Admin fee / account holder | $3,159 | $4,046-21.9% | $5,479-42.3% | $4,887-35.4% |