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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 | $3,997 | $142,361-97.2% | $119,608-96.7% | $134,509-97.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.91% | -12.46%+0.6pp | -14.98%+3.1pp | 418.13%-430.0pp |
| Employer contribution / active EE | $1,304 | $5,224-75.0% | $4,232-69.2% | $4,741-72.5% |
| Participant deferral / active EE | $1,888 | $6,468-70.8% | $5,601-66.3% | $6,400-70.5% |
| Admin fee / account holder | $16,460 | $13,588+21.1% | $10,326+59.4% | $11,427+44.0% |