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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 | $9,269 | $100,805-90.8% | $86,698-89.3% | $134,532-93.1% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -13.37% | 29.09%-42.5pp | 35.95%-49.3pp | 418.27%-431.6pp |
| Employer contribution / active EE | $883 | $3,490-74.7% | $2,837-68.9% | $4,741-81.4% |
| Participant deferral / active EE | $1,215 | $5,339-77.3% | $4,656-73.9% | $6,401-81.0% |
| Admin fee / account holder | $4,411 | $10,925-59.6% | $7,493-41.1% | $11,429-61.4% |