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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 | $14,104 | $167,362-91.6% | $143,799-90.2% | $134,532-89.5% |
| Participation rate | 94.7% | 84.8%+9.9pp | 80.3%+14.4pp | 81.2%+13.5pp |
| Annual return | -10.55% | 0.47%-11.0pp | -0.04%-10.5pp | 418.27%-428.8pp |
| Employer contribution / active EE | $1,187 | $5,620-78.9% | $4,952-76.0% | $4,741-75.0% |
| Participant deferral / active EE | $2,049 | $6,447-68.2% | $5,638-63.7% | $6,401-68.0% |
| Admin fee / account holder | $2,197 | $18,094-87.9% | $14,677-85.0% | $11,429-80.8% |