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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 | $14,816 | $110,083-86.5% | $151,645-90.2% | $68,490-78.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.64% | -10.12%-7.5pp | 3.34%-21.0pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,974 | $4,470-55.8% | $6,165-68.0% | $2,597-24.0% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $448 | $7,718-94.2% | $11,614-96.1% | $5,403-91.7% |