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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 | $17,138 | $168,635-89.8% | $147,617-88.4% | $125,389-86.3% |
| Participation rate | 92.9% | 88.8%+4.1pp | 84.6%+8.2pp | 83.2%+9.7pp |
| Annual return | -1.61% | 77.65%-79.3pp | 61.98%-63.6pp | 282.24%-283.9pp |
| Employer contribution / active EE | $1,383 | $6,252-77.9% | $5,564-75.1% | $4,866-71.6% |
| Participant deferral / active EE | $686 | $5,507-87.5% | $4,895-86.0% | $5,352-87.2% |
| Admin fee / account holder | $915 | $13,580-93.3% | $11,612-92.1% | $9,541-90.4% |