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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 | $9,844 | $168,635-94.2% | $147,617-93.3% | $125,389-92.1% |
| Participation rate | 84.2% | 88.8%-4.6pp | 84.6%-0.4pp | 83.2%+1.0pp |
| Annual return | -1.46% | 77.65%-79.1pp | 61.98%-63.4pp | 282.24%-283.7pp |
| Employer contribution / active EE | $2,334 | $6,252-62.7% | $5,564-58.1% | $4,866-52.0% |
| Participant deferral / active EE | $1,171 | $5,507-78.7% | $4,895-76.1% | $5,352-78.1% |
| Admin fee / account holder | $1,281 | $13,580-90.6% | $11,612-89.0% | $9,541-86.6% |