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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 | $5,682 | $82,674-93.1% | $125,381-95.5% | $68,486-91.7% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -19.00% | -5.97%-13.0pp | 572.31%-591.3pp | -7.85%-11.1pp |
| Employer contribution / active EE | $1,622 | $3,382-52.0% | $4,815-66.3% | $2,597-37.5% |
| Participant deferral / active EE | $1,669 | $6,111-72.7% | $7,448-77.6% | $4,028-58.6% |
| Admin fee / account holder | $305 | $6,277-95.1% | $10,007-97.0% | $5,404-94.4% |