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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 | $11,460 | $100,811-88.6% | $86,698-86.8% | $134,545-91.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.48% | 29.11%-48.6pp | 35.96%-55.4pp | 418.37%-437.9pp |
| Employer contribution / active EE | $1,477 | $3,490-57.7% | $2,837-48.0% | $4,742-68.9% |
| Participant deferral / active EE | $1,565 | $5,339-70.7% | $4,656-66.4% | $6,401-75.5% |
| Admin fee / account holder | $362 | $10,926-96.7% | $7,492-95.2% | $11,431-96.8% |