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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 | $4,333 | $167,362-97.4% | $143,799-97.0% | $134,532-96.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.43% | 0.47%-19.9pp | -0.04%-19.4pp | 418.27%-437.7pp |
| Employer contribution / active EE | $1,561 | $5,620-72.2% | $4,952-68.5% | $4,741-67.1% |
| Participant deferral / active EE | $703 | $6,447-89.1% | $5,638-87.5% | $6,401-89.0% |
| Admin fee / account holder | $923 | $18,094-94.9% | $14,677-93.7% | $11,429-91.9% |