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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 | $4,489 | $85,790-94.8% | $67,313-93.3% | $135,382-96.7% |
| Participation rate | 84.6% | 76.5%+8.1pp | 69.1%+15.5pp | 82.6%+2.0pp |
| Annual return | -5.68% | -0.54%-5.1pp | -4.08%-1.6pp | 519.77%-525.4pp |
| Employer contribution / active EE | $901 | $3,487-74.2% | $2,566-64.9% | $4,779-81.2% |
| Participant deferral / active EE | $461 | $4,651-90.1% | $3,568-87.1% | $5,609-91.8% |
| Admin fee / account holder | $465 | $6,392-92.7% | $4,507-89.7% | $10,829-95.7% |