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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 | $5,981 | $133,981-95.5% | $112,249-94.7% | $134,532-95.6% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -14.65% | 47.16%-61.8pp | 27.48%-42.1pp | 418.27%-432.9pp |
| Employer contribution / active EE | $1,084 | $4,040-73.2% | $3,636-70.2% | $4,741-77.1% |
| Participant deferral / active EE | $1,185 | $5,292-77.6% | $4,729-74.9% | $6,401-81.5% |
| Admin fee / account holder | $491 | $7,492-93.4% | $6,412-92.3% | $11,429-95.7% |