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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 | $4,145 | $71,873-94.2% | $86,698-95.2% | $68,490-93.9% |
| Participation rate | 94.4% | 72.2%+22.2pp | 76.6%+17.9pp | 67.9%+26.5pp |
| Annual return | -16.83% | 3.54%-20.4pp | 35.96%-52.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $920 | $2,173-57.6% | $2,837-67.6% | $2,597-64.6% |
| Participant deferral / active EE | $1,536 | $3,779-59.4% | $4,656-67.0% | $4,028-61.9% |
| Admin fee / account holder | $2,453 | $6,110-59.9% | $7,492-67.3% | $5,403-54.6% |