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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 | $22,996 | $113,941-79.8% | $94,229-75.6% | $125,389-81.7% |
| Participation rate | 81.8% | 82.9%-1.1pp | 78.8%+3.0pp | 83.2%-1.4pp |
| Annual return | -1.32% | 5.29%-6.6pp | 10.68%-12.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $953 | $5,179-81.6% | $4,320-77.9% | $5,352-82.2% |
| Admin fee / account holder | $528 | $8,392-93.7% | $6,269-91.6% | $9,541-94.5% |