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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 | $7,178 | $91,911-92.2% | $68,612-89.5% | $135,379-94.7% |
| Participation rate | 85.0% | 76.7%+8.3pp | 72.2%+12.8pp | 82.6%+2.4pp |
| Annual return | -0.04% | -8.22%+8.2pp | -4.63%+4.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $263 | $3,924-93.3% | $2,625-90.0% | $4,779-94.5% |
| Participant deferral / active EE | $359 | $4,315-91.7% | $3,311-89.2% | $5,609-93.6% |
| Admin fee / account holder | $927 | $9,240-90.0% | $5,131-81.9% | $10,828-91.4% |