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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 | $7,894 | $59,805-86.8% | $79,551-90.1% | $68,498-88.5% |
| Participation rate | 96.6% | 61.1%+35.5pp | 69.5%+27.1pp | 67.9%+28.7pp |
| Annual return | -13.13% | -12.30%-0.8pp | 0.14%-13.3pp | -7.84%-5.3pp |
| Employer contribution / active EE | $810 | $1,505-46.1% | $2,413-66.4% | $2,596-68.8% |
| Participant deferral / active EE | $1,237 | $3,024-59.1% | $3,985-69.0% | $4,027-69.3% |
| Admin fee / account holder | $4,658 | $4,835-3.6% | $6,833-31.8% | $5,403-13.8% |