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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 | $4,891 | $73,839-93.4% | $143,788-96.6% | $68,495-92.9% |
| Participation rate | 71.0% | 66.7%+4.3pp | 80.3%-9.3pp | 67.9%+3.1pp |
| Annual return | -18.24% | 1.01%-19.3pp | -0.03%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $577 | $3,184-81.9% | $4,952-88.3% | $2,596-77.8% |
| Participant deferral / active EE | $862 | $3,384-74.5% | $5,638-84.7% | $4,028-78.6% |
| Admin fee / account holder | $943 | $5,755-83.6% | $14,675-93.6% | $5,403-82.5% |