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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 | $9,036 | $42,910-78.9% | $60,919-85.2% | $68,490-86.8% |
| Participation rate | 93.3% | 66.8%+26.6pp | 73.1%+20.2pp | 67.9%+25.4pp |
| Annual return | -17.02% | -13.99%-3.0pp | 16.96%-34.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,536 | $1,978-22.3% | $2,704-43.2% | $2,597-40.8% |
| Participant deferral / active EE | $446 | $2,866-84.5% | $3,814-88.3% | $4,028-88.9% |
| Admin fee / account holder | $1,056 | $3,104-66.0% | $3,228-67.3% | $5,403-80.5% |