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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 | $15,060 | $82,674-81.8% | $125,381-88.0% | $68,486-78.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.02% | -5.97%-7.0pp | 572.31%-585.3pp | -7.85%-5.2pp |
| Employer contribution / active EE | $2,367 | $3,382-30.0% | $4,815-50.9% | $2,597-8.9% |
| Participant deferral / active EE | $2,474 | $6,111-59.5% | $7,448-66.8% | $4,028-38.6% |
| Admin fee / account holder | $465 | $6,277-92.6% | $10,007-95.4% | $5,404-91.4% |