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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 | $10,554 | $43,730-75.9% | $121,220-91.3% | $64,173-83.6% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -4.76% | 68.94%-73.7pp | 16.94%-21.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $828 | $1,297-36.1% | $4,023-79.4% | $2,381-65.2% |
| Participant deferral / active EE | $366 | $2,281-83.9% | $3,345-89.1% | $3,470-89.4% |
| Admin fee / account holder | $388 | $3,502-88.9% | $5,021-92.3% | $4,887-92.1% |