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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 | $9,665 | $56,339-82.8% | $104,299-90.7% | $68,490-85.9% |
| Participation rate | 97.4% | 63.3%+34.2pp | 73.3%+24.2pp | 67.9%+29.5pp |
| Annual return | -4.55% | -9.19%+4.6pp | 24.62%-29.2pp | -7.85%+3.3pp |
| Employer contribution / active EE | $1,385 | $1,960-29.4% | $3,373-59.0% | $2,597-46.7% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,058 | $4,902-78.4% | $7,339-85.6% | $5,403-80.4% |