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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 | $5,198 | $100,805-94.8% | $86,698-94.0% | $134,532-96.1% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -6.68% | 29.09%-35.8pp | 35.95%-42.6pp | 418.27%-424.9pp |
| Employer contribution / active EE | $3,870 | $3,490+10.9% | $2,837+36.4% | $4,741-18.4% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $544 | $10,925-95.0% | $7,493-92.7% | $11,429-95.2% |