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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 | $11,091 | $100,811-89.0% | $86,698-87.2% | $134,545-91.8% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -13.34% | 29.11%-42.5pp | 35.96%-49.3pp | 418.37%-431.7pp |
| Employer contribution / active EE | $903 | $3,490-74.1% | $2,837-68.2% | $4,742-81.0% |
| Participant deferral / active EE | $1,570 | $5,339-70.6% | $4,656-66.3% | $6,401-75.5% |
| Admin fee / account holder | $5,397 | $10,926-50.6% | $7,492-28.0% | $11,431-52.8% |