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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 | $18,437 | $72,404-74.5% | $110,243-83.3% | $64,173-71.3% |
| Participation rate | 97.6% | 73.3%+24.3pp | 79.8%+17.8pp | 69.6%+28.0pp |
| Annual return | -4.52% | -6.29%+1.8pp | 314.76%-319.3pp | 7.63%-12.1pp |
| Employer contribution / active EE | $895 | $2,282-60.8% | $3,827-76.6% | $2,381-62.4% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $953 | $5,664-83.2% | $8,548-88.8% | $4,887-80.5% |