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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 | $14,105 | $138,102-89.8% | $125,381-88.8% | $134,532-89.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -17.58% | 750.73%-768.3pp | 572.31%-589.9pp | 418.27%-435.9pp |
| Employer contribution / active EE | $1,802 | $5,245-65.6% | $4,815-62.6% | $4,741-62.0% |
| Participant deferral / active EE | $2,399 | $7,801-69.2% | $7,448-67.8% | $6,401-62.5% |
| Admin fee / account holder | $3,213 | $11,568-72.2% | $10,007-67.9% | $11,429-71.9% |