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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 | $5,167 | $100,811-94.9% | $86,698-94.0% | $134,545-96.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -1.45% | 29.11%-30.6pp | 35.96%-37.4pp | 418.37%-419.8pp |
| Employer contribution / active EE | $2,042 | $3,490-41.5% | $2,837-28.0% | $4,742-56.9% |
| Participant deferral / active EE | $815 | $5,339-84.7% | $4,656-82.5% | $6,401-87.3% |
| Admin fee / account holder | $459 | $10,926-95.8% | $7,492-93.9% | $11,431-96.0% |