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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 | $15,872 | $135,645-88.3% | $110,243-85.6% | $135,379-88.3% |
| Participation rate | 90.9% | 83.5%+7.4pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | -7.16% | 513.24%-520.4pp | 314.76%-321.9pp | 519.79%-527.0pp |
| Employer contribution / active EE | $1,300 | $4,907-73.5% | $3,827-66.0% | $4,779-72.8% |
| Participant deferral / active EE | $1,585 | $5,507-71.2% | $4,672-66.1% | $5,609-71.7% |
| Admin fee / account holder | $415 | $11,458-96.4% | $8,548-95.2% | $10,828-96.2% |