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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 | $13,574 | $131,835-89.7% | $108,582-87.5% | $273,972-95.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.32% | -91.57%+97.9pp | -51.70%+58.0pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,668 | $4,913-66.0% | $3,758-55.6% | $4,869-65.7% |
| Participant deferral / active EE | $376 | $5,127-92.7% | $4,311-91.3% | $5,287-92.9% |
| Admin fee / account holder | $464 | $10,253-95.5% | $7,645-93.9% | $10,133-95.4% |