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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 | $5,883 | $84,518-93.0% | $67,704-91.3% | $125,388-95.3% |
| Participation rate | 83.3% | 74.8%+8.5pp | 67.5%+15.8pp | 83.2%+0.1pp |
| Annual return | -2.12% | 2.57%-4.7pp | 25.41%-27.5pp | 282.24%-284.4pp |
| Employer contribution / active EE | $356 | $3,292-89.2% | $2,559-86.1% | $4,866-92.7% |
| Participant deferral / active EE | $46 | $4,430-99.0% | $3,585-98.7% | $5,352-99.1% |
| Admin fee / account holder | $1,379 | $5,340-74.2% | $4,255-67.6% | $9,541-85.5% |