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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 | $13,369 | $62,583-78.6% | $76,767-82.6% | $64,173-79.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.21% | -1.95%-4.3pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,435 | $1,832-21.7% | $2,485-42.3% | $2,381-39.7% |
| Participant deferral / active EE | $927 | $3,145-70.5% | $3,852-75.9% | $3,470-73.3% |
| Admin fee / account holder | $501 | $4,667-89.3% | $6,675-92.5% | $4,887-89.7% |