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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 | $9,392 | $84,499-88.9% | $125,391-92.5% | $66,949-86.0% |
| Participation rate | 92.2% | 76.4%+15.8pp | 82.4%+9.8pp | 69.8%+22.4pp |
| Annual return | -15.09% | -8.49%-6.6pp | 572.41%-587.5pp | 1.57%-16.7pp |
| Employer contribution / active EE | $962 | $3,554-72.9% | $4,816-80.0% | $2,545-62.2% |
| Participant deferral / active EE | $1,825 | $6,785-73.1% | $7,448-75.5% | $4,239-56.9% |
| Admin fee / account holder | $1,419 | $685+107.1% | $10,009-85.8% | $594+139.1% |