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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 | $9,682 | $82,674-88.3% | $125,381-92.3% | $68,486-85.9% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.4%+15.5pp | 67.9%+30.0pp |
| Annual return | -17.82% | -5.97%-11.9pp | 572.31%-590.1pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,099 | $3,382-67.5% | $4,815-77.2% | $2,597-57.7% |
| Participant deferral / active EE | $2,389 | $6,111-60.9% | $7,448-67.9% | $4,028-40.7% |
| Admin fee / account holder | $951 | $6,277-84.9% | $10,007-90.5% | $5,404-82.4% |