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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 | $11,693 | $100,811-88.4% | $86,698-86.5% | $134,545-91.3% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -5.70% | 29.11%-34.8pp | 35.96%-41.7pp | 418.37%-424.1pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $558 | $5,339-89.5% | $4,656-88.0% | $6,401-91.3% |
| Admin fee / account holder | $2,782 | $10,926-74.5% | $7,492-62.9% | $11,431-75.7% |