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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 | $4,853 | $100,805-95.2% | $86,698-94.4% | $134,532-96.4% |
| Participation rate | 83.3% | 79.0%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -2.21% | 29.09%-31.3pp | 35.95%-38.2pp | 418.27%-420.5pp |
| Employer contribution / active EE | $926 | $3,490-73.5% | $2,837-67.4% | $4,741-80.5% |
| Participant deferral / active EE | $1,416 | $5,339-73.5% | $4,656-69.6% | $6,401-77.9% |
| Admin fee / account holder | $6,284 | $10,925-42.5% | $7,493-16.1% | $11,429-45.0% |