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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 | $10,933 | $167,353-93.5% | $143,797-92.4% | $134,545-91.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -14.20% | 0.48%-14.7pp | -0.04%-14.2pp | 418.37%-432.6pp |
| Employer contribution / active EE | $1,616 | $5,620-71.2% | $4,952-67.4% | $4,742-65.9% |
| Participant deferral / active EE | $582 | $6,447-91.0% | $5,638-89.7% | $6,401-90.9% |
| Admin fee / account holder | $1,391 | $18,096-92.3% | $14,679-90.5% | $11,431-87.8% |