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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 | $15,334 | $43,730-64.9% | $121,220-87.4% | $64,173-76.1% |
| Participation rate | 78.9% | 58.3%+20.6pp | 71.8%+7.2pp | 69.6%+9.4pp |
| Annual return | -5.76% | 68.94%-74.7pp | 16.94%-22.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $526 | $1,297-59.4% | $4,023-86.9% | $2,381-77.9% |
| Participant deferral / active EE | $816 | $2,281-64.2% | $3,345-75.6% | $3,470-76.5% |
| Admin fee / account holder | $693 | $3,502-80.2% | $5,021-86.2% | $4,887-85.8% |