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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 | $13,499 | $131,835-89.8% | $108,582-87.6% | $273,970-95.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.85% | -91.57%+101.4pp | -51.70%+61.5pp | 41.46%-31.6pp |
| Employer contribution / active EE | $1,430 | $4,913-70.9% | $3,758-62.0% | $4,869-70.6% |
| Participant deferral / active EE | $654 | $5,127-87.2% | $4,311-84.8% | $5,287-87.6% |
| Admin fee / account holder | $3,343 | $10,253-67.4% | $7,645-56.3% | $10,132-67.0% |