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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 | $6,916 | $92,219-92.5% | $76,767-91.0% | $135,380-94.9% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -8.56% | 5.46%-14.0pp | 2.43%-11.0pp | 519.81%-528.4pp |
| Employer contribution / active EE | $1,192 | $3,216-62.9% | $2,485-52.1% | $4,779-75.1% |
| Participant deferral / active EE | $694 | $4,508-84.6% | $3,852-82.0% | $5,609-87.6% |
| Admin fee / account holder | $435 | $10,749-95.9% | $6,675-93.5% | $10,828-96.0% |