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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 | $11,075 | $85,790-87.1% | $67,313-83.5% | $135,382-91.8% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -5.79% | -0.54%-5.3pp | -4.08%-1.7pp | 519.77%-525.6pp |
| Employer contribution / active EE | $1,566 | $3,487-55.1% | $2,566-39.0% | $4,779-67.2% |
| Participant deferral / active EE | $832 | $4,651-82.1% | $3,568-76.7% | $5,609-85.2% |
| Admin fee / account holder | $3,050 | $6,392-52.3% | $4,507-32.3% | $10,829-71.8% |