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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 | $6,617 | $73,863-91.0% | $143,797-95.4% | $68,490-90.3% |
| Participation rate | 72.0% | 66.7%+5.3pp | 80.3%-8.3pp | 67.9%+4.1pp |
| Annual return | -10.65% | 0.91%-11.6pp | -0.04%-10.6pp | -7.85%-2.8pp |
| Employer contribution / active EE | $671 | $3,185-78.9% | $4,952-86.4% | $2,597-74.1% |
| Participant deferral / active EE | $815 | $3,385-75.9% | $5,638-85.5% | $4,028-79.8% |
| Admin fee / account holder | $3,180 | $5,756-44.8% | $14,679-78.3% | $5,403-41.1% |