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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 | $12,818 | $82,678-84.5% | $125,391-89.8% | $68,490-81.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.99% | -5.97%-11.0pp | 572.41%-589.4pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,435 | $3,382-57.6% | $4,816-70.2% | $2,597-44.7% |
| Participant deferral / active EE | $1,038 | $6,111-83.0% | $7,448-86.1% | $4,028-74.2% |
| Admin fee / account holder | $1,638 | $6,277-73.9% | $10,009-83.6% | $5,403-69.7% |