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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 | $2,635 | $45,872-94.3% | $77,096-96.6% | $68,486-96.2% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -17.68% | 1.73%-19.4pp | 42.35%-60.0pp | -7.85%-9.8pp |
| Employer contribution / active EE | $695 | $1,650-57.8% | $2,814-75.3% | $2,597-73.2% |
| Participant deferral / active EE | $566 | $2,963-80.9% | $4,429-87.2% | $4,028-85.9% |
| Admin fee / account holder | $891 | $3,041-70.7% | $5,428-83.6% | $5,404-83.5% |