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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 | $8,566 | $53,546-84.0% | $69,884-87.7% | $68,486-87.5% |
| Participation rate | 80.0% | 64.5%+15.5pp | 70.5%+9.5pp | 67.9%+12.1pp |
| Annual return | -8.95% | -13.87%+4.9pp | 190.81%-199.8pp | -7.85%-1.1pp |
| Employer contribution / active EE | $477 | $2,019-76.4% | $2,560-81.4% | $2,597-81.6% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $642 | $4,693-86.3% | $6,266-89.7% | $5,404-88.1% |