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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 | $11,452 | $113,941-89.9% | $94,229-87.8% | $125,389-90.9% |
| Participation rate | 93.3% | 82.9%+10.4pp | 78.8%+14.6pp | 83.2%+10.1pp |
| Annual return | -1.37% | 5.29%-6.7pp | 10.68%-12.1pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,400 | $4,727-70.4% | $3,587-61.0% | $4,866-71.2% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,430 | $8,392-59.1% | $6,269-45.3% | $9,541-64.0% |