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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 | $3,200 | $43,338-92.6% | $59,887-94.7% | $64,173-95.0% |
| Participation rate | 79.8% | 69.2%+10.6pp | 74.7%+5.1pp | 69.6%+10.2pp |
| Annual return | -3.01% | -1.55%-1.5pp | 3.46%-6.5pp | 7.63%-10.6pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $221 | $2,547-91.3% | $3,402-93.5% | $3,470-93.6% |
| Admin fee / account holder | $832 | $3,007-72.3% | $3,591-76.8% | $4,887-83.0% |