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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 | $3,723 | $42,910-91.3% | $60,919-93.9% | $68,490-94.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -3.92% | -13.99%+10.1pp | 16.96%-20.9pp | -7.85%+3.9pp |
| Employer contribution / active EE | $628 | $1,978-68.3% | $2,704-76.8% | $2,597-75.8% |
| Participant deferral / active EE | $7 | $2,866-99.7% | $3,814-99.8% | $4,028-99.8% |
| Admin fee / account holder | $1,390 | $3,104-55.2% | $3,228-56.9% | $5,403-74.3% |