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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 | $3,505 | $64,716-94.6% | $112,258-96.9% | $68,495-94.9% |
| Participation rate | 96.4% | 67.2%+29.3pp | 75.1%+21.4pp | 67.9%+28.5pp |
| Annual return | -13.21% | -11.40%-1.8pp | 27.47%-40.7pp | -7.84%-5.4pp |
| Employer contribution / active EE | $733 | $2,746-73.3% | $3,636-79.8% | $2,596-71.8% |
| Participant deferral / active EE | $1,294 | $3,565-63.7% | $4,728-72.6% | $4,028-67.9% |
| Admin fee / account holder | $617 | $5,232-88.2% | $6,411-90.4% | $5,403-88.6% |