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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 | $3,422 | $133,998-97.4% | $112,263-97.0% | $134,545-97.5% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -1.09% | 47.17%-48.3pp | 27.49%-28.6pp | 418.37%-419.5pp |
| Employer contribution / active EE | $1,103 | $4,040-72.7% | $3,636-69.7% | $4,742-76.7% |
| Participant deferral / active EE | $1,113 | $5,292-79.0% | $4,729-76.5% | $6,401-82.6% |
| Admin fee / account holder | $1,165 | $7,493-84.4% | $6,410-81.8% | $11,431-89.8% |