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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 | $16,735 | $167,362-90.0% | $143,799-88.4% | $134,532-87.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -19.13% | 0.47%-19.6pp | -0.04%-19.1pp | 418.27%-437.4pp |
| Employer contribution / active EE | $1,552 | $5,620-72.4% | $4,952-68.7% | $4,741-67.3% |
| Participant deferral / active EE | $2,012 | $6,447-68.8% | $5,638-64.3% | $6,401-68.6% |
| Admin fee / account holder | $369 | $18,094-98.0% | $14,677-97.5% | $11,429-96.8% |