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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 | $15,320 | $167,504-90.9% | $151,628-89.9% | $134,509-88.6% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.5%-17.5pp | 81.2%-11.2pp |
| Annual return | -18.28% | 7.81%-26.1pp | 3.34%-21.6pp | 418.13%-436.4pp |
| Employer contribution / active EE | $1,561 | $6,828-77.1% | $6,165-74.7% | $4,741-67.1% |
| Participant deferral / active EE | $1,955 | $8,985-78.2% | $8,363-76.6% | $6,400-69.4% |
| Admin fee / account holder | $476 | $13,779-96.5% | $11,613-95.9% | $11,427-95.8% |