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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 | $9,681 | $100,792-90.4% | $86,691-88.8% | $134,509-92.8% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -19.03% | 29.08%-48.1pp | 35.94%-55.0pp | 418.13%-437.2pp |
| Employer contribution / active EE | $1,541 | $3,491-55.9% | $2,837-45.7% | $4,741-67.5% |
| Participant deferral / active EE | $1,708 | $5,339-68.0% | $4,656-63.3% | $6,400-73.3% |
| Admin fee / account holder | $441 | $10,924-96.0% | $7,492-94.1% | $11,427-96.1% |