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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 | $8,893 | $133,981-93.4% | $112,249-92.1% | $134,532-93.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.64% | 47.16%-63.8pp | 27.48%-44.1pp | 418.27%-434.9pp |
| Employer contribution / active EE | $1,082 | $4,040-73.2% | $3,636-70.2% | $4,741-77.2% |
| Participant deferral / active EE | $538 | $5,292-89.8% | $4,729-88.6% | $6,401-91.6% |
| Admin fee / account holder | $564 | $7,492-92.5% | $6,412-91.2% | $11,429-95.1% |