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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 | $8,340 | $39,162-78.7% | $100,671-91.7% | $59,633-86.0% |
| Participation rate | 87.9% | 55.9%+32.1pp | 70.7%+17.2pp | 68.7%+19.3pp |
| Annual return | -0.29% | 21.07%-21.4pp | 20.43%-20.7pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $1,523 | $1,151+32.4% | $4,012-62.0% | $2,203-30.9% |
| Participant deferral / active EE | $594 | $1,992-70.2% | $3,144-81.1% | $3,192-81.4% |
| Admin fee / account holder | $862 | $2,969-71.0% | $4,850-82.2% | $4,297-79.9% |