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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 | $7,420 | $43,344-82.9% | $59,899-87.6% | $64,173-88.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.14% | -1.55%-1.6pp | 3.46%-6.6pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,172 | $2,030-42.2% | $2,723-56.9% | $2,381-50.8% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,492 | $3,008-50.4% | $3,592-58.5% | $4,887-69.5% |