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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 | $13,690 | $167,362-91.8% | $143,799-90.5% | $134,532-89.8% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -11.91% | 0.47%-12.4pp | -0.04%-11.9pp | 418.27%-430.2pp |
| Employer contribution / active EE | $1,245 | $5,620-77.9% | $4,952-74.9% | $4,741-73.7% |
| Participant deferral / active EE | $1,607 | $6,447-75.1% | $5,638-71.5% | $6,401-74.9% |
| Admin fee / account holder | $5,643 | $18,094-68.8% | $14,677-61.6% | $11,429-50.6% |