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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 | $12,767 | $100,805-87.3% | $86,698-85.3% | $134,532-90.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.91% | 29.09%-39.0pp | 35.95%-45.9pp | 418.27%-428.2pp |
| Employer contribution / active EE | $999 | $3,490-71.4% | $2,837-64.8% | $4,741-78.9% |
| Participant deferral / active EE | $1,124 | $5,339-79.0% | $4,656-75.9% | $6,401-82.4% |
| Admin fee / account holder | $8,222 | $10,925-24.7% | $7,493+9.7% | $11,429-28.1% |