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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 | $4,789 | $64,719-92.6% | $112,249-95.7% | $68,486-93.0% |
| Participation rate | 73.7% | 67.2%+6.5pp | 75.1%-1.4pp | 67.9%+5.8pp |
| Annual return | -18.86% | -11.40%-7.5pp | 27.48%-46.3pp | -7.85%-11.0pp |
| Employer contribution / active EE | $1,199 | $2,747-56.3% | $3,636-67.0% | $2,597-53.8% |
| Participant deferral / active EE | $477 | $3,565-86.6% | $4,729-89.9% | $4,028-88.2% |
| Admin fee / account holder | $680 | $5,232-87.0% | $6,412-89.4% | $5,404-87.4% |