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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 | $19,035 | $180,459-89.5% | $154,108-87.6% | $135,380-85.9% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -7.55% | 888.21%-895.8pp | 735.21%-742.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $1,678 | $6,035-72.2% | $5,298-68.3% | $4,779-64.9% |
| Participant deferral / active EE | $1,713 | $5,806-70.5% | $5,081-66.3% | $5,609-69.5% |
| Admin fee / account holder | $2,504 | $16,145-84.5% | $13,411-81.3% | $10,828-76.9% |