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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 | $12,834 | $167,353-92.3% | $143,797-91.1% | $134,545-90.5% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -16.54% | 0.48%-17.0pp | -0.04%-16.5pp | 418.37%-434.9pp |
| Employer contribution / active EE | $1,531 | $5,620-72.8% | $4,952-69.1% | $4,742-67.7% |
| Participant deferral / active EE | $2,042 | $6,447-68.3% | $5,638-63.8% | $6,401-68.1% |
| Admin fee / account holder | $348 | $18,096-98.1% | $14,679-97.6% | $11,431-97.0% |