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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 | $11,648 | $94,529-87.7% | $140,019-91.7% | $64,173-81.8% |
| Participation rate | 86.8% | 84.1%+2.7pp | 87.5%-0.7pp | 69.6%+17.2pp |
| Annual return | -3.65% | 7.77%-11.4pp | 651.15%-654.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,867 | $3,812-51.0% | $5,605-66.7% | $2,381-21.6% |
| Participant deferral / active EE | $1,867 | $5,250-64.4% | $6,927-73.0% | $3,470-46.2% |
| Admin fee / account holder | $3,540 | $6,741-47.5% | $10,705-66.9% | $4,887-27.6% |