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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 | $6,447 | $73,009-91.2% | $90,760-92.9% | $68,486-90.6% |
| Participation rate | 94.1% | 70.8%+23.3pp | 75.7%+18.4pp | 67.9%+26.2pp |
| Annual return | -16.99% | -13.81%-3.2pp | -12.16%-4.8pp | -7.85%-9.1pp |
| Employer contribution / active EE | $952 | $2,193-56.6% | $2,922-67.4% | $2,597-63.3% |
| Participant deferral / active EE | $1,383 | $3,626-61.9% | $4,565-69.7% | $4,028-65.7% |
| Admin fee / account holder | $6,086 | $5,896+3.2% | $8,444-27.9% | $5,404+12.6% |