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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 | $11,146 | $57,352-80.6% | $83,831-86.7% | $64,173-82.6% |
| Participation rate | 75.3% | 68.6%+6.7pp | 76.1%-0.9pp | 69.6%+5.7pp |
| Annual return | -3.35% | 11.38%-14.7pp | 850.99%-854.3pp | 7.63%-11.0pp |
| Employer contribution / active EE | $3,911 | $2,546+53.6% | $3,631+7.7% | $2,381+64.3% |
| Participant deferral / active EE | $1,148 | $2,993-61.6% | $4,082-71.9% | $3,470-66.9% |
| Admin fee / account holder | $493 | $4,046-87.8% | $5,479-91.0% | $4,887-89.9% |