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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 | $1,742 | $93,098-98.1% | $77,081-97.7% | $134,509-98.7% |
| Participation rate | 84.2% | 74.5%+9.7pp | 67.9%+16.3pp | 81.2%+3.0pp |
| Annual return | -20.74% | 62.63%-83.4pp | 42.33%-63.1pp | 418.13%-438.9pp |
| Employer contribution / active EE | $702 | $3,419-79.5% | $2,813-75.1% | $4,741-85.2% |
| Participant deferral / active EE | $925 | $5,239-82.3% | $4,428-79.1% | $6,400-85.5% |
| Admin fee / account holder | $355 | $6,945-94.9% | $5,427-93.5% | $11,427-96.9% |