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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 | $4,795 | $42,383-88.7% | $76,518-93.7% | $64,173-92.5% |
| Participation rate | 72.7% | 58.1%+14.6pp | 68.0%+4.7pp | 69.6%+3.2pp |
| Annual return | -8.12% | -16.54%+8.4pp | -0.27%-7.9pp | 7.63%-15.8pp |
| Employer contribution / active EE | $2,479 | $1,563+58.6% | $2,647-6.3% | $2,381+4.1% |
| Participant deferral / active EE | $133 | $2,566-94.8% | $3,836-96.5% | $3,470-96.2% |
| Admin fee / account holder | $3,297 | $3,198+3.1% | $4,849-32.0% | $4,887-32.5% |