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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 | $12,650 | $142,409-91.1% | $119,634-89.4% | $134,545-90.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.48% | -12.46%+3.0pp | -14.98%+5.5pp | 418.37%-427.9pp |
| Employer contribution / active EE | $3,175 | $5,224-39.2% | $4,232-25.0% | $4,742-33.0% |
| Participant deferral / active EE | $463 | $6,468-92.8% | $5,601-91.7% | $6,401-92.8% |
| Admin fee / account holder | $1,765 | $13,594-87.0% | $10,329-82.9% | $11,431-84.6% |