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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 | $3,053 | $42,909-92.9% | $60,906-95.0% | $68,486-95.5% |
| Participation rate | 96.8% | 66.8%+30.0pp | 73.1%+23.7pp | 67.9%+28.9pp |
| Annual return | -14.83% | -13.99%-0.8pp | 16.94%-31.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $733 | $1,979-63.0% | $2,703-72.9% | $2,597-71.8% |
| Participant deferral / active EE | $269 | $2,866-90.6% | $3,814-93.0% | $4,028-93.3% |
| Admin fee / account holder | $735 | $3,104-76.3% | $3,227-77.2% | $5,404-86.4% |