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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 | $7,858 | $167,323-95.3% | $143,770-94.5% | $134,493-94.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.54% | 0.47%-16.0pp | -0.04%-15.5pp | 418.01%-433.6pp |
| Employer contribution / active EE | $2,682 | $5,619-52.3% | $4,951-45.8% | $4,740-43.4% |
| Participant deferral / active EE | $175 | $6,446-97.3% | $5,638-96.9% | $6,400-97.3% |
| Admin fee / account holder | $4,598 | $18,088-74.6% | $14,673-68.7% | $11,425-59.8% |