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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 | $14,701 | $65,704-77.6% | $94,229-84.4% | $59,633-75.3% |
| Participation rate | 84.9% | 72.1%+12.8pp | 78.8%+6.1pp | 68.7%+16.2pp |
| Annual return | -1.98% | 5.22%-7.2pp | 10.68%-12.7pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $991 | $2,021-50.9% | $3,587-72.4% | $2,203-55.0% |
| Participant deferral / active EE | $580 | $3,143-81.5% | $4,320-86.6% | $3,192-81.8% |
| Admin fee / account holder | $789 | $4,265-81.5% | $6,269-87.4% | $4,297-81.6% |