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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 | $12,796 | $92,219-86.1% | $76,767-83.3% | $135,380-90.5% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -5.52% | 5.46%-11.0pp | 2.43%-7.9pp | 519.81%-525.3pp |
| Employer contribution / active EE | $2,842 | $3,216-11.6% | $2,485+14.3% | $4,779-40.5% |
| Participant deferral / active EE | $233 | $4,508-94.8% | $3,852-93.9% | $5,609-95.8% |
| Admin fee / account holder | $488 | $10,749-95.5% | $6,675-92.7% | $10,828-95.5% |