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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 | $15,090 | $100,811-85.0% | $86,698-82.6% | $134,545-88.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.75% | 29.11%-46.9pp | 35.96%-53.7pp | 418.37%-436.1pp |
| Employer contribution / active EE | $3,722 | $3,490+6.6% | $2,837+31.2% | $4,742-21.5% |
| Participant deferral / active EE | $1,140 | $5,339-78.6% | $4,656-75.5% | $6,401-82.2% |
| Admin fee / account holder | $1,322 | $10,926-87.9% | $7,492-82.4% | $11,431-88.4% |