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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 | $9,547 | $129,959-92.7% | $104,301-90.8% | $134,532-92.9% |
| Participation rate | 77.8% | 79.5%-1.8pp | 73.3%+4.5pp | 81.2%-3.5pp |
| Annual return | -17.50% | 42.04%-59.5pp | 24.61%-42.1pp | 418.27%-435.8pp |
| Employer contribution / active EE | $1,738 | $4,185-58.5% | $3,373-48.5% | $4,741-63.4% |
| Participant deferral / active EE | $575 | $5,589-89.7% | $4,626-87.6% | $6,401-91.0% |
| Admin fee / account holder | $4,648 | $9,325-50.2% | $7,340-36.7% | $11,429-59.3% |