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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 | $17,912 | $167,533-89.3% | $151,645-88.2% | $134,545-86.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -20.33% | 7.81%-28.1pp | 3.34%-23.7pp | 418.37%-438.7pp |
| Employer contribution / active EE | $1,957 | $6,828-71.3% | $6,165-68.3% | $4,742-58.7% |
| Participant deferral / active EE | $1,898 | $8,985-78.9% | $8,363-77.3% | $6,401-70.4% |
| Admin fee / account holder | $436 | $13,781-96.8% | $11,614-96.3% | $11,431-96.2% |