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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 | $16,441 | $113,941-85.6% | $94,229-82.6% | $125,389-86.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.89% | 5.29%-6.2pp | 10.68%-11.6pp | 282.24%-283.1pp |
| Employer contribution / active EE | $2,321 | $4,727-50.9% | $3,587-35.3% | $4,866-52.3% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $383 | $8,392-95.4% | $6,269-93.9% | $9,541-96.0% |