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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 | $3,286 | $59,813-94.5% | $79,580-95.9% | $68,486-95.2% |
| Participation rate | 80.8% | 61.1%+19.7pp | 69.5%+11.3pp | 67.9%+12.9pp |
| Annual return | -18.89% | -12.30%-6.6pp | 0.15%-19.0pp | -7.85%-11.0pp |
| Employer contribution / active EE | $616 | $1,505-59.1% | $2,413-74.5% | $2,597-76.3% |
| Participant deferral / active EE | $843 | $3,024-72.1% | $3,985-78.9% | $4,028-79.1% |
| Admin fee / account holder | $584 | $4,835-87.9% | $6,835-91.5% | $5,404-89.2% |