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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 | $10,744 | $81,870-86.9% | $119,622-91.0% | $68,486-84.3% |
| Participation rate | 89.7% | 71.9%+17.8pp | 79.3%+10.4pp | 67.9%+21.8pp |
| Annual return | -15.00% | -23.82%+8.8pp | -14.98%0pp | -7.85%-7.1pp |
| Employer contribution / active EE | $2,210 | $2,692-17.9% | $4,232-47.8% | $2,597-14.9% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $796 | $6,583-87.9% | $10,328-92.3% | $5,404-85.3% |