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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 | $15,331 | $92,219-83.4% | $76,766-80.0% | $135,382-88.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.22% | 5.46%-8.7pp | 2.43%-5.6pp | 519.77%-523.0pp |
| Employer contribution / active EE | $1,094 | $3,216-66.0% | $2,485-56.0% | $4,779-77.1% |
| Participant deferral / active EE | $656 | $4,508-85.4% | $3,851-83.0% | $5,609-88.3% |
| Admin fee / account holder | $2,146 | $10,749-80.0% | $6,675-67.9% | $10,829-80.2% |