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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 | $11,420 | $92,219-87.6% | $76,767-85.1% | $135,380-91.6% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -6.37% | 5.46%-11.8pp | 2.43%-8.8pp | 519.81%-526.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,093 | $4,508-75.8% | $3,852-71.6% | $5,609-80.5% |
| Admin fee / account holder | $425 | $10,749-96.0% | $6,675-93.6% | $10,828-96.1% |