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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 | $10,232 | $81,870-87.5% | $119,634-91.4% | $68,490-85.1% |
| Participation rate | 75.9% | 71.9%+4.0pp | 79.3%-3.4pp | 67.9%+8.0pp |
| Annual return | -18.02% | -23.82%+5.8pp | -14.98%-3.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $736 | $2,692-72.7% | $4,232-82.6% | $2,597-71.7% |
| Participant deferral / active EE | $1,036 | $4,148-75.0% | $5,601-81.5% | $4,028-74.3% |
| Admin fee / account holder | $1,851 | $6,583-71.9% | $10,329-82.1% | $5,403-65.7% |