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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 | $4,048 | $82,678-95.1% | $125,391-96.8% | $68,490-94.1% |
| Participation rate | 80.9% | 75.1%+5.8pp | 82.4%-1.5pp | 67.9%+13.0pp |
| Annual return | -17.38% | -5.97%-11.4pp | 572.41%-589.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $937 | $3,382-72.3% | $4,816-80.5% | $2,597-63.9% |
| Participant deferral / active EE | $1,522 | $6,111-75.1% | $7,448-79.6% | $4,028-62.2% |
| Admin fee / account holder | $765 | $6,277-87.8% | $10,009-92.4% | $5,403-85.8% |