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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 | $8,524 | $82,674-89.7% | $125,381-93.2% | $68,486-87.6% |
| Participation rate | 95.2% | 75.1%+20.2pp | 82.4%+12.9pp | 67.9%+27.3pp |
| Annual return | -15.14% | -5.97%-9.2pp | 572.31%-587.4pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,528 | $3,382-54.8% | $4,815-68.3% | $2,597-41.2% |
| Participant deferral / active EE | $1,878 | $6,111-69.3% | $7,448-74.8% | $4,028-53.4% |
| Admin fee / account holder | $2,954 | $6,277-52.9% | $10,007-70.5% | $5,404-45.3% |