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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 | $9,189 | $105,866-91.3% | $90,766-89.9% | $134,545-93.2% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -17.11% | -10.99%-6.1pp | -12.16%-4.9pp | 418.37%-435.5pp |
| Employer contribution / active EE | $863 | $3,464-75.1% | $2,922-70.5% | $4,742-81.8% |
| Participant deferral / active EE | $646 | $5,217-87.6% | $4,565-85.8% | $6,401-89.9% |
| Admin fee / account holder | $7,029 | $13,938-49.6% | $8,446-16.8% | $11,431-38.5% |