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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 | $14,683 | $110,083-86.7% | $151,645-90.3% | $68,490-78.6% |
| Participation rate | 97.6% | 84.0%+13.7pp | 87.5%+10.1pp | 67.9%+29.7pp |
| Annual return | 1.94% | -10.12%+12.1pp | 3.34%-1.4pp | -7.85%+9.8pp |
| Employer contribution / active EE | $1,710 | $4,470-61.7% | $6,165-72.3% | $2,597-34.1% |
| Participant deferral / active EE | $2,430 | $6,526-62.8% | $8,363-70.9% | $4,028-39.7% |
| Admin fee / account holder | $1,669 | $7,718-78.4% | $11,614-85.6% | $5,403-69.1% |