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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 | $8,363 | $49,280-83.0% | $67,313-87.6% | $64,173-87.0% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.65% | -1.39%-4.3pp | -4.08%-1.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,073 | $1,668+24.3% | $2,566-19.2% | $2,381-12.9% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,367 | $3,863-38.7% | $4,507-47.5% | $4,887-51.6% |