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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 | $9,662 | $97,027-90.0% | $83,323-88.4% | $135,382-92.9% |
| Participation rate | 71.4% | 80.4%-9.0pp | 77.8%-6.3pp | 82.6%-11.2pp |
| Annual return | -4.74% | 12.31%-17.0pp | 10.63%-15.4pp | 519.77%-524.5pp |
| Employer contribution / active EE | $1,112 | $4,143-73.2% | $3,379-67.1% | $4,779-76.7% |
| Participant deferral / active EE | $1,617 | $5,964-72.9% | $5,565-70.9% | $5,609-71.2% |
| Admin fee / account holder | $1,043 | $8,427-87.6% | $7,539-86.2% | $10,829-90.4% |