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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 | $4,855 | $43,344-88.8% | $59,899-91.9% | $64,173-92.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.35% | -1.55%-2.8pp | 3.46%-7.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $523 | $2,030-74.2% | $2,723-80.8% | $2,381-78.0% |
| Participant deferral / active EE | $140 | $2,547-94.5% | $3,402-95.9% | $3,470-96.0% |
| Admin fee / account holder | $1,024 | $3,008-66.0% | $3,592-71.5% | $4,887-79.0% |