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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 | $15,409 | $83,908-81.6% | $68,509-77.5% | $125,389-87.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.11% | 14.48%-14.6pp | 8.27%-8.4pp | 282.24%-282.4pp |
| Employer contribution / active EE | $1,754 | $3,031-42.1% | $2,278-23.0% | $4,866-64.0% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,181 | $8,982-86.9% | $5,275-77.6% | $9,541-87.6% |