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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 | $4,667 | $42,909-89.1% | $60,906-92.3% | $68,486-93.2% |
| Participation rate | 88.9% | 66.8%+22.1pp | 73.1%+15.8pp | 67.9%+21.0pp |
| Annual return | -17.55% | -13.99%-3.6pp | 16.94%-34.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $496 | $1,979-74.9% | $2,703-81.6% | $2,597-80.9% |
| Participant deferral / active EE | $632 | $2,866-78.0% | $3,814-83.4% | $4,028-84.3% |
| Admin fee / account holder | $2,095 | $3,104-32.5% | $3,227-35.1% | $5,404-61.2% |