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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 | $9,043 | $167,353-94.6% | $143,797-93.7% | $134,545-93.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -1.03% | 0.48%-1.5pp | -0.04%-1.0pp | 418.37%-419.4pp |
| Employer contribution / active EE | $2,734 | $5,620-51.4% | $4,952-44.8% | $4,742-42.3% |
| Participant deferral / active EE | $536 | $6,447-91.7% | $5,638-90.5% | $6,401-91.6% |
| Admin fee / account holder | $2,331 | $18,096-87.1% | $14,679-84.1% | $11,431-79.6% |