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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 | $12,531 | $78,694-84.1% | $67,653-81.5% | $125,388-90.0% |
| Participation rate | 90.0% | 78.8%+11.2pp | 75.7%+14.3pp | 83.2%+6.8pp |
| Annual return | -2.19% | 9.46%-11.6pp | 6625.22%-6627.4pp | 282.24%-284.4pp |
| Employer contribution / active EE | $2,744 | $3,044-9.8% | $2,266+21.1% | $4,866-43.6% |
| Participant deferral / active EE | $850 | $4,292-80.2% | $3,560-76.1% | $5,352-84.1% |
| Admin fee / account holder | $2,505 | $7,403-66.2% | $4,821-48.0% | $9,541-73.7% |