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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 | $5,765 | $61,660-90.6% | $80,022-92.8% | $64,173-91.0% |
| Participation rate | 89.7% | 71.7%+18.0pp | 75.8%+13.8pp | 69.6%+20.1pp |
| Annual return | -3.26% | -0.33%-2.9pp | 11.22%-14.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $820 | $2,968-72.4% | $3,686-77.7% | $3,470-76.4% |
| Admin fee / account holder | $524 | $5,417-90.3% | $6,521-92.0% | $4,887-89.3% |