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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 | $7,187 | $67,214-89.3% | $61,491-88.3% | $134,532-94.7% |
| Participation rate | 84.2% | 83.7%+0.5pp | 79.3%+4.9pp | 81.2%+3.0pp |
| Annual return | -15.12% | -12.08%-3.0pp | -12.98%-2.1pp | 418.27%-433.4pp |
| Employer contribution / active EE | $1,512 | $4,974-69.6% | $4,246-64.4% | $4,741-68.1% |
| Participant deferral / active EE | $694 | $6,103-88.6% | $5,188-86.6% | $6,401-89.2% |
| Admin fee / account holder | $400 | $4,610-91.3% | $4,312-90.7% | $11,429-96.5% |