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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 | $1,877 | $81,870-97.7% | $119,622-98.4% | $68,486-97.3% |
| Participation rate | 96.7% | 71.9%+24.8pp | 79.3%+17.4pp | 67.9%+28.8pp |
| Annual return | -18.34% | -23.82%+5.5pp | -14.98%-3.4pp | -7.85%-10.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,202 | $4,148-71.0% | $5,601-78.5% | $4,028-70.2% |
| Admin fee / account holder | $374 | $6,583-94.3% | $10,328-96.4% | $5,404-93.1% |