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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 | $16,033 | $90,590-82.3% | $90,782-82.3% | $135,380-88.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -5.32% | -3.40%-1.9pp | -3.42%-1.9pp | 519.81%-525.1pp |
| Employer contribution / active EE | $3,063 | $4,352-29.6% | $4,105-25.4% | $4,779-35.9% |
| Participant deferral / active EE | $1,111 | $5,407-79.4% | $5,366-79.3% | $5,609-80.2% |
| Admin fee / account holder | $6,355 | $7,683-17.3% | $5,908+7.6% | $10,828-41.3% |