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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 | $8,326 | $75,832-89.0% | $147,617-94.4% | $59,633-86.0% |
| Participation rate | 86.4% | 71.6%+14.8pp | 84.6%+1.7pp | 68.7%+17.7pp |
| Annual return | -2.20% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $2,069 | $3,485-40.6% | $5,564-62.8% | $2,203-6.1% |
| Participant deferral / active EE | $823 | $3,131-73.7% | $4,895-83.2% | $3,192-74.2% |
| Admin fee / account holder | $2,413 | $5,986-59.7% | $11,612-79.2% | $4,297-43.8% |