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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 | $12,876 | $167,522-92.3% | $151,639-91.5% | $134,532-90.4% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -2.57% | 7.81%-10.4pp | 3.34%-5.9pp | 418.27%-420.8pp |
| Employer contribution / active EE | $1,724 | $6,828-74.8% | $6,165-72.0% | $4,741-63.6% |
| Participant deferral / active EE | $1,721 | $8,986-80.8% | $8,363-79.4% | $6,401-73.1% |
| Admin fee / account holder | $35,966 | $13,780+161.0% | $11,613+209.7% | $11,429+214.7% |