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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 | $6,237 | $131,835-95.3% | $108,582-94.3% | $273,972-97.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.07% | -91.57%+99.6pp | -51.70%+59.8pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,289 | $4,913-73.8% | $3,758-65.7% | $4,869-73.5% |
| Participant deferral / active EE | $1,480 | $5,127-71.1% | $4,311-65.7% | $5,287-72.0% |
| Admin fee / account holder | $1,026 | $10,253-90.0% | $7,645-86.6% | $10,133-89.9% |