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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 | $7,532 | $82,674-90.9% | $125,381-94.0% | $68,486-89.0% |
| Participation rate | 76.1% | 75.1%+1.0pp | 82.4%-6.3pp | 67.9%+8.2pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $5,932 | $3,382+75.4% | $4,815+23.2% | $2,597+128.5% |
| Participant deferral / active EE | $2,243 | $6,111-63.3% | $7,448-69.9% | $4,028-44.3% |
| Admin fee / account holder | $1,136 | $6,277-81.9% | $10,007-88.7% | $5,404-79.0% |