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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 | $11,718 | $78,694-85.1% | $67,652-82.7% | $125,389-90.7% |
| Participation rate | 90.9% | 78.8%+12.1pp | 75.7%+15.2pp | 83.2%+7.7pp |
| Annual return | -2.66% | 9.46%-12.1pp | 6625.40%-6628.1pp | 282.24%-284.9pp |
| Employer contribution / active EE | $975 | $3,044-68.0% | $2,266-57.0% | $4,866-80.0% |
| Participant deferral / active EE | $308 | $4,292-92.8% | $3,560-91.4% | $5,352-94.3% |
| Admin fee / account holder | $674 | $7,403-90.9% | $4,821-86.0% | $9,541-92.9% |