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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 | $11,020 | $82,674-86.7% | $125,381-91.2% | $68,486-83.9% |
| Participation rate | 86.7% | 75.1%+11.6pp | 82.4%+4.3pp | 67.9%+18.8pp |
| Annual return | -16.79% | -5.97%-10.8pp | 572.31%-589.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $1,285 | $3,382-62.0% | $4,815-73.3% | $2,597-50.5% |
| Participant deferral / active EE | $957 | $6,111-84.3% | $7,448-87.1% | $4,028-76.2% |
| Admin fee / account holder | $2,426 | $6,277-61.4% | $10,007-75.8% | $5,404-55.1% |