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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 | $18,792 | $138,076-86.4% | $123,553-84.8% | $135,380-86.1% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -5.59% | 153.70%-159.3pp | 119.21%-124.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $1,473 | $5,152-71.4% | $4,628-68.2% | $4,779-69.2% |
| Participant deferral / active EE | $1,877 | $6,800-72.4% | $6,426-70.8% | $5,609-66.5% |
| Admin fee / account holder | $3,548 | $10,917-67.5% | $9,284-61.8% | $10,828-67.2% |