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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 | $6,260 | $45,872-86.4% | $77,096-91.9% | $68,486-90.9% |
| Participation rate | 97.8% | 55.9%+41.9pp | 67.9%+29.9pp | 67.9%+29.9pp |
| Annual return | -17.28% | 1.73%-19.0pp | 42.35%-59.6pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,844 | $1,650+11.8% | $2,814-34.5% | $2,597-29.0% |
| Participant deferral / active EE | $447 | $2,963-84.9% | $4,429-89.9% | $4,028-88.9% |
| Admin fee / account holder | $1,412 | $3,041-53.6% | $5,428-74.0% | $5,404-73.9% |