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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 | $9,052 | $41,981-78.4% | $63,412-85.7% | $59,632-84.8% |
| Participation rate | 96.4% | 60.3%+36.1pp | 67.1%+29.3pp | 68.7%+27.7pp |
| Annual return | -0.97% | 13.04%-14.0pp | 4.04%-5.0pp | 2041.32%-2042.3pp |
| Employer contribution / active EE | $2,029 | $1,287+57.6% | $1,814+11.8% | $2,203-7.9% |
| Participant deferral / active EE | $570 | $2,002-71.5% | $2,496-77.2% | $3,192-82.1% |
| Admin fee / account holder | $453 | $3,509-87.1% | $3,753-87.9% | $4,297-89.5% |