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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 | $11,015 | $167,352-93.4% | $143,788-92.3% | $134,509-91.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.26% | 0.47%-10.7pp | -0.03%-10.2pp | 418.13%-428.4pp |
| Employer contribution / active EE | $1,349 | $5,620-76.0% | $4,952-72.8% | $4,741-71.5% |
| Participant deferral / active EE | $643 | $6,447-90.0% | $5,638-88.6% | $6,400-89.9% |
| Admin fee / account holder | $3,399 | $18,091-81.2% | $14,675-76.8% | $11,427-70.3% |