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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 | $11,782 | $75,832-84.5% | $147,618-92.0% | $59,633-80.2% |
| Participation rate | 92.3% | 71.6%+20.7pp | 84.6%+7.7pp | 68.7%+23.6pp |
| Annual return | -1.26% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.40%-2042.7pp |
| Employer contribution / active EE | $3,050 | $3,485-12.5% | $5,565-45.2% | $2,203+38.5% |
| Participant deferral / active EE | $305 | $3,131-90.2% | $4,895-93.8% | $3,192-90.4% |
| Admin fee / account holder | $1,263 | $5,986-78.9% | $11,612-89.1% | $4,297-70.6% |