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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 | $16,626 | $59,834-72.2% | $79,576-79.1% | $68,495-75.7% |
| Participation rate | 97.8% | 61.1%+36.7pp | 69.5%+28.3pp | 67.9%+29.9pp |
| Annual return | -14.62% | -12.30%-2.3pp | 0.15%-14.8pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,111 | $1,505-26.2% | $2,413-54.0% | $2,596-57.2% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,390 | $4,835-71.2% | $6,834-79.7% | $5,403-74.3% |