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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 | $14,181 | $138,078-89.7% | $125,363-88.7% | $134,509-89.5% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -16.03% | 750.49%-766.5pp | 572.15%-588.2pp | 418.13%-434.2pp |
| Employer contribution / active EE | $1,397 | $5,245-73.4% | $4,815-71.0% | $4,741-70.5% |
| Participant deferral / active EE | $1,820 | $7,800-76.7% | $7,447-75.6% | $6,400-71.6% |
| Admin fee / account holder | $1,248 | $11,566-89.2% | $10,005-87.5% | $11,427-89.1% |