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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 | $22,461 | $135,645-83.4% | $110,243-79.6% | $135,380-83.4% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -5.19% | 513.24%-518.4pp | 314.76%-320.0pp | 519.81%-525.0pp |
| Employer contribution / active EE | $1,504 | $4,907-69.4% | $3,827-60.7% | $4,779-68.5% |
| Participant deferral / active EE | $1,151 | $5,507-79.1% | $4,672-75.4% | $5,609-79.5% |
| Admin fee / account holder | $1,834 | $11,458-84.0% | $8,548-78.5% | $10,828-83.1% |