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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 | $7,015 | $64,719-89.2% | $112,249-93.8% | $68,486-89.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -12.66% | -11.40%-1.3pp | 27.48%-40.1pp | -7.85%-4.8pp |
| Employer contribution / active EE | $2,419 | $2,747-11.9% | $3,636-33.5% | $2,597-6.9% |
| Participant deferral / active EE | $957 | $3,565-73.2% | $4,729-79.8% | $4,028-76.3% |
| Admin fee / account holder | $5,351 | $5,232+2.3% | $6,412-16.5% | $5,404-1.0% |