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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 | $7,528 | $59,834-87.4% | $79,576-90.5% | $68,495-89.0% |
| Participation rate | 96.3% | 61.1%+35.2pp | 69.5%+26.8pp | 67.9%+28.4pp |
| Annual return | -12.62% | -12.30%-0.3pp | 0.15%-12.8pp | -7.84%-4.8pp |
| Employer contribution / active EE | $601 | $1,505-60.1% | $2,413-75.1% | $2,596-76.9% |
| Participant deferral / active EE | $647 | $3,024-78.6% | $3,985-83.8% | $4,028-83.9% |
| Admin fee / account holder | $584 | $4,835-87.9% | $6,834-91.5% | $5,403-89.2% |