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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 | $4,634 | $97,020-95.2% | $83,327-94.4% | $135,380-96.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.03% | 12.31%-19.3pp | 10.64%-17.7pp | 519.81%-526.8pp |
| Employer contribution / active EE | $1,310 | $4,144-68.4% | $3,379-61.2% | $4,779-72.6% |
| Participant deferral / active EE | $349 | $5,964-94.1% | $5,565-93.7% | $5,609-93.8% |
| Admin fee / account holder | $536 | $8,426-93.6% | $7,540-92.9% | $10,828-95.1% |