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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 | $13,218 | $82,674-84.0% | $125,381-89.5% | $68,486-80.7% |
| Participation rate | 92.1% | 75.1%+17.1pp | 82.4%+9.7pp | 67.9%+24.2pp |
| Annual return | -18.87% | -5.97%-12.9pp | 572.31%-591.2pp | -7.85%-11.0pp |
| Employer contribution / active EE | $1,675 | $3,382-50.5% | $4,815-65.2% | $2,597-35.5% |
| Participant deferral / active EE | $1,804 | $6,111-70.5% | $7,448-75.8% | $4,028-55.2% |
| Admin fee / account holder | $388 | $6,277-93.8% | $10,007-96.1% | $5,404-92.8% |