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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 | $8,783 | $64,729-86.4% | $112,263-92.2% | $68,490-87.2% |
| Participation rate | 89.2% | 67.2%+22.0pp | 75.1%+14.1pp | 67.9%+21.3pp |
| Annual return | -16.14% | -11.40%-4.7pp | 27.49%-43.6pp | -7.85%-8.3pp |
| Employer contribution / active EE | $1,205 | $2,746-56.1% | $3,636-66.8% | $2,597-53.6% |
| Participant deferral / active EE | $642 | $3,566-82.0% | $4,729-86.4% | $4,028-84.1% |
| Admin fee / account holder | $7,693 | $5,222+47.3% | $6,410+20.0% | $5,403+42.4% |