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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 | $11,683 | $167,522-93.0% | $151,639-92.3% | $134,532-91.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.53% | 7.81%-23.3pp | 3.34%-18.9pp | 418.27%-433.8pp |
| Employer contribution / active EE | $2,320 | $6,828-66.0% | $6,165-62.4% | $4,741-51.1% |
| Participant deferral / active EE | $2,925 | $8,986-67.4% | $8,363-65.0% | $6,401-54.3% |
| Admin fee / account holder | $2,894 | $13,780-79.0% | $11,613-75.1% | $11,429-74.7% |