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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 | $8,108 | $42,914-81.1% | $60,888-86.7% | $68,498-88.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -16.53% | -13.99%-2.5pp | 16.91%-33.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,414 | $1,979-28.6% | $2,702-47.7% | $2,596-45.6% |
| Participant deferral / active EE | $14 | $2,868-99.5% | $3,817-99.6% | $4,027-99.7% |
| Admin fee / account holder | $1,135 | $3,102-63.4% | $3,225-64.8% | $5,403-79.0% |