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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 | $14,428 | $167,353-91.4% | $143,797-90.0% | $134,545-89.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.15% | 0.48%-18.6pp | -0.04%-18.1pp | 418.37%-436.5pp |
| Employer contribution / active EE | $1,154 | $5,620-79.5% | $4,952-76.7% | $4,742-75.7% |
| Participant deferral / active EE | $1,150 | $6,447-82.2% | $5,638-79.6% | $6,401-82.0% |
| Admin fee / account holder | $7,590 | $18,096-58.1% | $14,679-48.3% | $11,431-33.6% |