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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 | $13,153 | $73,009-82.0% | $90,760-85.5% | $68,486-80.8% |
| Participation rate | 82.0% | 70.8%+11.2pp | 75.7%+6.3pp | 67.9%+14.1pp |
| Annual return | -13.74% | -13.81%+0.1pp | -12.16%-1.6pp | -7.85%-5.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,225 | $3,626-66.2% | $4,565-73.2% | $4,028-69.6% |
| Admin fee / account holder | $4,945 | $5,896-16.1% | $8,444-41.4% | $5,404-8.5% |