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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 | $2,389 | $69,977-96.6% | $108,582-97.8% | $62,881-96.2% |
| Participation rate | 83.3% | 72.9%+10.4pp | 79.6%+3.8pp | 69.3%+14.0pp |
| Annual return | 5.66% | 10.73%-5.1pp | -51.70%+57.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $737 | $2,135-65.5% | $3,758-80.4% | $2,281-67.7% |
| Participant deferral / active EE | $457 | $3,165-85.6% | $4,311-89.4% | $3,203-85.7% |
| Admin fee / account holder | $523 | $5,076-89.7% | $7,645-93.2% | $4,296-87.8% |