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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 | $7,129 | $167,362-95.7% | $143,799-95.0% | $134,532-94.7% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -13.75% | 0.47%-14.2pp | -0.04%-13.7pp | 418.27%-432.0pp |
| Employer contribution / active EE | $1,638 | $5,620-70.9% | $4,952-66.9% | $4,741-65.5% |
| Participant deferral / active EE | $1,311 | $6,447-79.7% | $5,638-76.8% | $6,401-79.5% |
| Admin fee / account holder | $775 | $18,094-95.7% | $14,677-94.7% | $11,429-93.2% |