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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 | $11,855 | $95,975-87.6% | $74,549-84.1% | $135,379-91.2% |
| Participation rate | 77.3% | 75.7%+1.6pp | 69.1%+8.1pp | 82.6%-5.4pp |
| Annual return | -2.38% | 56.96%-59.3pp | 32.53%-34.9pp | 519.79%-522.2pp |
| Employer contribution / active EE | $691 | $2,716-74.6% | $1,961-64.8% | $4,779-85.5% |
| Participant deferral / active EE | $613 | $3,844-84.1% | $3,108-80.3% | $5,609-89.1% |
| Admin fee / account holder | $641 | $6,522-90.2% | $5,059-87.3% | $10,828-94.1% |