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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 | $6,746 | $43,333-84.4% | $59,883-88.7% | $64,181-89.5% |
| Participation rate | 79.5% | 69.2%+10.4pp | 74.7%+4.8pp | 69.6%+10.0pp |
| Annual return | -4.53% | -1.55%-3.0pp | 3.46%-8.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $2,029-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $41 | $2,547-98.4% | $3,402-98.8% | $3,470-98.8% |
| Admin fee / account holder | $409 | $3,006-86.4% | $3,591-88.6% | $4,887-91.6% |