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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 | $10,070 | $64,729-84.4% | $112,263-91.0% | $68,490-85.3% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.1%+4.9pp | 67.9%+12.1pp |
| Annual return | -15.36% | -11.40%-4.0pp | 27.49%-42.9pp | -7.85%-7.5pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,392 | $3,566-60.9% | $4,729-70.6% | $4,028-65.4% |
| Admin fee / account holder | $422 | $5,222-91.9% | $6,410-93.4% | $5,403-92.2% |