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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 | $11,342 | $62,589-81.9% | $76,768-85.2% | $64,173-82.3% |
| Participation rate | 96.3% | 72.8%+23.5pp | 77.0%+19.3pp | 69.6%+26.7pp |
| Annual return | -1.91% | -1.95%0pp | 2.43%-4.3pp | 7.63%-9.5pp |
| Employer contribution / active EE | $838 | $1,832-54.2% | $2,485-66.3% | $2,381-64.8% |
| Participant deferral / active EE | $862 | $3,145-72.6% | $3,852-77.6% | $3,470-75.2% |
| Admin fee / account holder | $6,310 | $4,667+35.2% | $6,675-5.5% | $4,887+29.1% |