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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 | $5,803 | $77,976-92.6% | $81,367-92.9% | $125,393-95.4% |
| Participation rate | 80.0% | 83.3%-3.3pp | 82.3%-2.3pp | 83.2%-3.2pp |
| Annual return | -1.53% | -2.85%+1.3pp | -0.92%-0.6pp | 282.23%-283.8pp |
| Employer contribution / active EE | $1,510 | $4,366-65.4% | $3,930-61.6% | $4,866-69.0% |
| Participant deferral / active EE | $929 | $5,646-83.5% | $5,383-82.7% | $5,351-82.6% |
| Admin fee / account holder | $486 | $12,476-96.1% | $8,926-94.5% | $9,541-94.9% |