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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 | $16,820 | $167,362-90.0% | $143,799-88.3% | $134,532-87.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.47% | 0.47%-19.9pp | -0.04%-19.4pp | 418.27%-437.7pp |
| Employer contribution / active EE | $1,490 | $5,620-73.5% | $4,952-69.9% | $4,741-68.6% |
| Participant deferral / active EE | $1,863 | $6,447-71.1% | $5,638-67.0% | $6,401-70.9% |
| Admin fee / account holder | $663 | $18,094-96.3% | $14,677-95.5% | $11,429-94.2% |