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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 | $3,644 | $52,836-93.1% | $105,736-96.6% | $64,173-94.3% |
| Participation rate | 95.0% | 66.5%+28.5pp | 76.3%+18.7pp | 69.6%+25.4pp |
| Annual return | -7.32% | 14.30%-21.6pp | 6.27%-13.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $31 | $2,545-98.8% | $4,080-99.3% | $3,470-99.1% |
| Admin fee / account holder | $1,095 | $3,959-72.3% | $6,913-84.2% | $4,887-77.6% |