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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 | $4,045 | $99,032-95.9% | $80,022-94.9% | $135,380-97.0% |
| Participation rate | 71.4% | 78.4%-6.9pp | 75.8%-4.4pp | 82.6%-11.2pp |
| Annual return | -2.68% | 15.39%-18.1pp | 11.22%-13.9pp | 519.81%-522.5pp |
| Employer contribution / active EE | $818 | $3,043-73.1% | $2,468-66.9% | $4,779-82.9% |
| Participant deferral / active EE | $1,022 | $4,282-76.1% | $3,686-72.3% | $5,609-81.8% |
| Admin fee / account holder | $5,031 | $10,436-51.8% | $6,521-22.9% | $10,828-53.5% |