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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 | $15,819 | $168,635-90.6% | $147,617-89.3% | $125,389-87.4% |
| Participation rate | 82.6% | 88.8%-6.2pp | 84.6%-2.0pp | 83.2%-0.6pp |
| Annual return | -1.27% | 77.65%-78.9pp | 61.98%-63.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $1,286 | $6,252-79.4% | $5,564-76.9% | $4,866-73.6% |
| Participant deferral / active EE | $1,742 | $5,507-68.4% | $4,895-64.4% | $5,352-67.4% |
| Admin fee / account holder | $1,029 | $13,580-92.4% | $11,612-91.1% | $9,541-89.2% |