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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 | $13,052 | $82,674-84.2% | $125,381-89.6% | $68,486-80.9% |
| Participation rate | 95.7% | 75.1%+20.6pp | 82.4%+13.3pp | 67.9%+27.8pp |
| Annual return | -14.00% | -5.97%-8.0pp | 572.31%-586.3pp | -7.85%-6.1pp |
| Employer contribution / active EE | $1,117 | $3,382-67.0% | $4,815-76.8% | $2,597-57.0% |
| Participant deferral / active EE | $1,235 | $6,111-79.8% | $7,448-83.4% | $4,028-69.3% |
| Admin fee / account holder | $8,062 | $6,277+28.4% | $10,007-19.4% | $5,404+49.2% |