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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 | $5,609 | $133,998-95.8% | $112,263-95.0% | $134,545-95.8% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -20.06% | 47.17%-67.2pp | 27.49%-47.6pp | 418.37%-438.4pp |
| Employer contribution / active EE | $1,380 | $4,040-65.8% | $3,636-62.0% | $4,742-70.9% |
| Participant deferral / active EE | $885 | $5,292-83.3% | $4,729-81.3% | $6,401-86.2% |
| Admin fee / account holder | $1,118 | $7,493-85.1% | $6,410-82.6% | $11,431-90.2% |