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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 | $3,213 | $64,716-95.0% | $112,258-97.1% | $68,495-95.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -19.16% | -11.40%-7.8pp | 27.47%-46.6pp | -7.84%-11.3pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $610 | $3,565-82.9% | $4,728-87.1% | $4,028-84.9% |
| Admin fee / account holder | $347 | $5,232-93.4% | $6,411-94.6% | $5,403-93.6% |