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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 | $14,600 | $167,353-91.3% | $143,797-89.8% | $134,545-89.1% |
| Participation rate | 90.5% | 84.8%+5.7pp | 80.3%+10.2pp | 81.2%+9.2pp |
| Annual return | -15.93% | 0.48%-16.4pp | -0.04%-15.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $2,029 | $5,620-63.9% | $4,952-59.0% | $4,742-57.2% |
| Participant deferral / active EE | $2,069 | $6,447-67.9% | $5,638-63.3% | $6,401-67.7% |
| Admin fee / account holder | $1,591 | $18,096-91.2% | $14,679-89.2% | $11,431-86.1% |