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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 | $5,890 | $73,019-91.9% | $90,766-93.5% | $68,490-91.4% |
| Participation rate | 79.4% | 70.8%+8.6pp | 75.7%+3.7pp | 67.9%+11.5pp |
| Annual return | -16.42% | -13.81%-2.6pp | -12.16%-4.3pp | -7.85%-8.6pp |
| Employer contribution / active EE | $892 | $2,193-59.3% | $2,922-69.5% | $2,597-65.6% |
| Participant deferral / active EE | $817 | $3,626-77.5% | $4,565-82.1% | $4,028-79.7% |
| Admin fee / account holder | $1,232 | $5,897-79.1% | $8,446-85.4% | $5,403-77.2% |