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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 | $16,637 | $167,352-90.1% | $143,788-88.4% | $134,509-87.6% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -15.43% | 0.47%-15.9pp | -0.03%-15.4pp | 418.13%-433.6pp |
| Employer contribution / active EE | $1,331 | $5,620-76.3% | $4,952-73.1% | $4,741-71.9% |
| Participant deferral / active EE | $2,065 | $6,447-68.0% | $5,638-63.4% | $6,400-67.7% |
| Admin fee / account holder | $8,452 | $18,091-53.3% | $14,675-42.4% | $11,427-26.0% |