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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 | $5,641 | $64,176-91.2% | $112,263-95.0% | $66,949-91.6% |
| Participation rate | 75.0% | 68.4%+6.6pp | 75.1%-0.1pp | 69.8%+5.2pp |
| Annual return | -14.21% | -13.80%-0.4pp | 27.49%-41.7pp | 1.57%-15.8pp |
| Employer contribution / active EE | $785 | $3,007-73.9% | $3,636-78.4% | $2,545-69.2% |
| Participant deferral / active EE | $546 | $3,694-85.2% | $4,729-88.5% | $4,239-87.1% |
| Admin fee / account holder | $1,083 | $626+73.0% | $6,410-83.1% | $594+82.4% |