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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 | $12,902 | $84,499-84.7% | $125,391-89.7% | $66,949-80.7% |
| Participation rate | 83.6% | 76.4%+7.2pp | 82.4%+1.2pp | 69.8%+13.8pp |
| Annual return | 28.29% | -8.49%+36.8pp | 572.41%-544.1pp | 1.57%+26.7pp |
| Employer contribution / active EE | $1,177 | $3,554-66.9% | $4,816-75.6% | $2,545-53.8% |
| Participant deferral / active EE | $2,872 | $6,785-57.7% | $7,448-61.4% | $4,239-32.3% |
| Admin fee / account holder | $2,031 | $685+196.5% | $10,009-79.7% | $594+242.2% |