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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 | $6,498 | $57,352-88.7% | $83,831-92.2% | $64,173-89.9% |
| Participation rate | 91.6% | 68.6%+23.0pp | 76.1%+15.4pp | 69.6%+22.0pp |
| Annual return | -2.39% | 11.38%-13.8pp | 850.99%-853.4pp | 7.63%-10.0pp |
| Employer contribution / active EE | $612 | $2,546-76.0% | $3,631-83.2% | $2,381-74.3% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,097 | $4,046-72.9% | $5,479-80.0% | $4,887-77.6% |