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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 | $13,810 | $167,362-91.7% | $143,799-90.4% | $134,532-89.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.00% | 0.47%-14.5pp | -0.04%-14.0pp | 418.27%-432.3pp |
| Employer contribution / active EE | $2,529 | $5,620-55.0% | $4,952-48.9% | $4,741-46.7% |
| Participant deferral / active EE | $517 | $6,447-92.0% | $5,638-90.8% | $6,401-91.9% |
| Admin fee / account holder | $1,122 | $18,094-93.8% | $14,677-92.4% | $11,429-90.2% |