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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 | $6,580 | $73,863-91.1% | $143,797-95.4% | $68,490-90.4% |
| Participation rate | 94.6% | 66.7%+28.0pp | 80.3%+14.3pp | 67.9%+26.7pp |
| Annual return | -14.70% | 0.91%-15.6pp | -0.04%-14.7pp | -7.85%-6.8pp |
| Employer contribution / active EE | $1,577 | $3,185-50.5% | $4,952-68.2% | $2,597-39.3% |
| Participant deferral / active EE | $210 | $3,385-93.8% | $5,638-96.3% | $4,028-94.8% |
| Admin fee / account holder | $374 | $5,756-93.5% | $14,679-97.5% | $5,403-93.1% |