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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 | $3,104 | $82,674-96.2% | $125,381-97.5% | $68,486-95.5% |
| Participation rate | 89.5% | 75.1%+14.4pp | 82.4%+7.1pp | 67.9%+21.6pp |
| Annual return | -15.55% | -5.97%-9.6pp | 572.31%-587.9pp | -7.85%-7.7pp |
| Employer contribution / active EE | $1,303 | $3,382-61.5% | $4,815-72.9% | $2,597-49.8% |
| Participant deferral / active EE | $1,874 | $6,111-69.3% | $7,448-74.8% | $4,028-53.5% |
| Admin fee / account holder | $1,132 | $6,277-82.0% | $10,007-88.7% | $5,404-79.1% |