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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 | $6,172 | $67,372-90.8% | $60,906-89.9% | $134,532-95.4% |
| Participation rate | 94.4% | 76.2%+18.3pp | 73.1%+21.3pp | 81.2%+13.2pp |
| Annual return | -18.84% | 50.05%-68.9pp | 16.94%-35.8pp | 418.27%-437.1pp |
| Employer contribution / active EE | $790 | $3,099-74.5% | $2,703-70.8% | $4,741-83.3% |
| Participant deferral / active EE | $807 | $4,532-82.2% | $3,814-78.8% | $6,401-87.4% |
| Admin fee / account holder | $1,443 | $4,588-68.5% | $3,227-55.3% | $11,429-87.4% |