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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 | $6,413 | $64,719-90.1% | $112,249-94.3% | $68,486-90.6% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.1%+4.9pp | 67.9%+12.1pp |
| Annual return | -16.43% | -11.40%-5.0pp | 27.48%-43.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $6,175 | $2,747+124.8% | $3,636+69.8% | $2,597+137.8% |
| Participant deferral / active EE | $300 | $3,565-91.6% | $4,729-93.6% | $4,028-92.5% |
| Admin fee / account holder | $5,406 | $5,232+3.3% | $6,412-15.7% | $5,4040% |