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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 | $15,083 | $82,678-81.8% | $125,391-88.0% | $68,490-78.0% |
| Participation rate | 81.0% | 75.1%+5.9pp | 82.4%-1.4pp | 67.9%+13.1pp |
| Annual return | -11.90% | -5.97%-5.9pp | 572.41%-584.3pp | -7.85%-4.0pp |
| Employer contribution / active EE | $1,095 | $3,382-67.6% | $4,816-77.3% | $2,597-57.8% |
| Participant deferral / active EE | $2,105 | $6,111-65.6% | $7,448-71.7% | $4,028-47.7% |
| Admin fee / account holder | $1,265 | $6,277-79.9% | $10,009-87.4% | $5,403-76.6% |