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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 | $6,221 | $82,674-92.5% | $125,363-95.0% | $68,495-90.9% |
| Participation rate | 71.1% | 75.0%-3.9pp | 82.4%-11.3pp | 67.9%+3.2pp |
| Annual return | -17.08% | -5.97%-11.1pp | 572.15%-589.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $741 | $3,382-78.1% | $4,815-84.6% | $2,596-71.5% |
| Participant deferral / active EE | $1,933 | $6,111-68.4% | $7,447-74.0% | $4,028-52.0% |
| Admin fee / account holder | $529 | $6,276-91.6% | $10,005-94.7% | $5,403-90.2% |