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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 | $6,640 | $167,533-96.0% | $151,645-95.6% | $134,545-95.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.20% | 7.81%-25.0pp | 3.34%-20.5pp | 418.37%-435.6pp |
| Employer contribution / active EE | $1,686 | $6,828-75.3% | $6,165-72.7% | $4,742-64.4% |
| Participant deferral / active EE | $2,799 | $8,985-68.9% | $8,363-66.5% | $6,401-56.3% |
| Admin fee / account holder | $1,754 | $13,781-87.3% | $11,614-84.9% | $11,431-84.7% |