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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 | $17,162 | $100,792-83.0% | $86,691-80.2% | $134,509-87.2% |
| Participation rate | 78.6% | 78.9%-0.4pp | 76.6%+2.0pp | 81.2%-2.7pp |
| Annual return | -13.57% | 29.08%-42.7pp | 35.94%-49.5pp | 418.13%-431.7pp |
| Employer contribution / active EE | $1,039 | $3,491-70.2% | $2,837-63.4% | $4,741-78.1% |
| Participant deferral / active EE | $1,504 | $5,339-71.8% | $4,656-67.7% | $6,400-76.5% |
| Admin fee / account holder | $7,758 | $10,924-29.0% | $7,492+3.5% | $11,427-32.1% |