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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 | $17,189 | $81,870-79.0% | $119,608-85.6% | $68,495-74.9% |
| Participation rate | 97.7% | 71.9%+25.8pp | 79.3%+18.5pp | 67.9%+29.8pp |
| Annual return | -15.83% | -23.82%+8.0pp | -14.98%-0.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $844 | $2,692-68.7% | $4,232-80.1% | $2,596-67.5% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $506 | $6,583-92.3% | $10,326-95.1% | $5,403-90.6% |