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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 | $3,107 | $82,674-96.2% | $125,381-97.5% | $68,486-95.5% |
| Participation rate | 87.1% | 75.1%+12.0pp | 82.4%+4.7pp | 67.9%+19.2pp |
| Annual return | -16.34% | -5.97%-10.4pp | 572.31%-588.6pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,439 | $3,382-57.5% | $4,815-70.1% | $2,597-44.6% |
| Participant deferral / active EE | $362 | $6,111-94.1% | $7,448-95.1% | $4,028-91.0% |
| Admin fee / account holder | $1,191 | $6,277-81.0% | $10,007-88.1% | $5,404-78.0% |