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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 | $19,597 | $67,411-70.9% | $91,004-78.5% | $70,126-72.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 14.57% | -40.16%+54.7pp | 4.60%+10.0pp | 73.15%-58.6pp |
| Employer contribution / active EE | $777 | $1,786-56.5% | $2,456-68.4% | $2,343-66.8% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,627 | $4,236+32.8% | $5,417+3.9% | $4,645+21.1% |