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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 | $20,491 | $167,522-87.8% | $151,639-86.5% | $134,532-84.8% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.5%+5.4pp | 81.2%+11.6pp |
| Annual return | -20.02% | 7.81%-27.8pp | 3.34%-23.4pp | 418.27%-438.3pp |
| Employer contribution / active EE | $3,603 | $6,828-47.2% | $6,165-41.6% | $4,741-24.0% |
| Participant deferral / active EE | $358 | $8,986-96.0% | $8,363-95.7% | $6,401-94.4% |
| Admin fee / account holder | $2,508 | $13,780-81.8% | $11,613-78.4% | $11,429-78.1% |