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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 | $8,484 | $95,188-91.1% | $76,518-88.9% | $135,379-93.7% |
| Participation rate | 81.8% | 74.4%+7.4pp | 68.0%+13.8pp | 82.6%-0.8pp |
| Annual return | -6.24% | 4.85%-11.1pp | -0.27%-6.0pp | 519.79%-526.0pp |
| Employer contribution / active EE | $458 | $3,303-86.1% | $2,647-82.7% | $4,779-90.4% |
| Participant deferral / active EE | $114 | $4,640-97.5% | $3,836-97.0% | $5,609-98.0% |
| Admin fee / account holder | $444 | $6,249-92.9% | $4,849-90.8% | $10,828-95.9% |