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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 | $13,358 | $110,083-87.9% | $151,639-91.2% | $68,486-80.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -12.32% | -10.12%-2.2pp | 3.34%-15.7pp | -7.85%-4.5pp |
| Employer contribution / active EE | $1,904 | $4,470-57.4% | $6,165-69.1% | $2,597-26.7% |
| Participant deferral / active EE | $2,671 | $6,526-59.1% | $8,363-68.1% | $4,028-33.7% |
| Admin fee / account holder | $310 | $7,718-96.0% | $11,613-97.3% | $5,404-94.3% |