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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 | $12,079 | $147,167-91.8% | $111,392-89.2% | $135,380-91.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -5.96% | -4.44%-1.5pp | -2.06%-3.9pp | 519.81%-525.8pp |
| Employer contribution / active EE | $2,249 | $5,204-56.8% | $4,328-48.0% | $4,779-52.9% |
| Participant deferral / active EE | $1,889 | $6,565-71.2% | $5,567-66.1% | $5,609-66.3% |
| Admin fee / account holder | $4,015 | $20,270-80.2% | $12,266-67.3% | $10,828-62.9% |