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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 | $8,769 | $97,020-91.0% | $83,327-89.5% | $135,380-93.5% |
| Participation rate | 91.7% | 80.4%+11.3pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | -2.91% | 12.31%-15.2pp | 10.64%-13.5pp | 519.81%-522.7pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $274 | $5,964-95.4% | $5,565-95.1% | $5,609-95.1% |
| Admin fee / account holder | $8,966 | $8,426+6.4% | $7,540+18.9% | $10,828-17.2% |