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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 | $14,821 | $100,805-85.3% | $86,698-82.9% | $134,532-89.0% |
| Participation rate | 82.4% | 79.0%+3.4pp | 76.6%+5.8pp | 81.2%+1.1pp |
| Annual return | -20.22% | 29.09%-49.3pp | 35.95%-56.2pp | 418.27%-438.5pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,645 | $5,339-69.2% | $4,656-64.7% | $6,401-74.3% |
| Admin fee / account holder | $743 | $10,925-93.2% | $7,493-90.1% | $11,429-93.5% |