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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 | $9,979 | $81,870-87.8% | $119,622-91.7% | $68,486-85.4% |
| Participation rate | 72.0% | 71.9%+0.1pp | 79.3%-7.3pp | 67.9%+4.1pp |
| Annual return | -1.74% | -23.82%+22.1pp | -14.98%+13.2pp | -7.85%+6.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,778 | $4,148-57.1% | $5,601-68.3% | $4,028-55.9% |
| Admin fee / account holder | $1,281 | $6,583-80.5% | $10,328-87.6% | $5,404-76.3% |