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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 | $6,606 | $46,697-85.9% | $117,533-94.4% | $68,486-90.4% |
| Participation rate | 88.1% | 56.8%+31.3pp | 70.6%+17.5pp | 67.9%+20.2pp |
| Annual return | -13.53% | -14.52%+1.0pp | 29.77%-43.3pp | -7.85%-5.7pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $516 | $2,637-80.4% | $4,072-87.3% | $4,028-87.2% |
| Admin fee / account holder | $2,977 | $4,023-26.0% | $5,647-47.3% | $5,404-44.9% |