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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 | $16,885 | $140,592-88.0% | $123,105-86.3% | $125,389-86.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.32% | 16.80%-17.1pp | 13.22%-13.5pp | 282.24%-282.6pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $611 | $6,980-91.2% | $6,229-90.2% | $5,352-88.6% |
| Admin fee / account holder | $4,570 | $11,198-59.2% | $9,014-49.3% | $9,541-52.1% |