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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 | $13,882 | $65,704-78.9% | $94,229-85.3% | $59,633-76.7% |
| Participation rate | 98.2% | 72.1%+26.1pp | 78.8%+19.5pp | 68.7%+29.6pp |
| Annual return | -1.84% | 5.22%-7.1pp | 10.68%-12.5pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $792 | $2,021-60.8% | $3,587-77.9% | $2,203-64.0% |
| Participant deferral / active EE | $851 | $3,143-72.9% | $4,320-80.3% | $3,192-73.3% |
| Admin fee / account holder | $1,001 | $4,265-76.5% | $6,269-84.0% | $4,297-76.7% |