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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 | $11,263 | $138,078-91.8% | $125,363-91.0% | $134,509-91.6% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -13.70% | 750.49%-764.2pp | 572.15%-585.8pp | 418.13%-431.8pp |
| Employer contribution / active EE | $1,630 | $5,245-68.9% | $4,815-66.1% | $4,741-65.6% |
| Participant deferral / active EE | $2,047 | $7,800-73.8% | $7,447-72.5% | $6,400-68.0% |
| Admin fee / account holder | $8,940 | $11,566-22.7% | $10,005-10.6% | $11,427-21.8% |