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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 | $18,336 | $71,878-74.5% | $86,698-78.9% | $68,486-73.2% |
| Participation rate | 89.7% | 72.2%+17.4pp | 76.6%+13.1pp | 67.9%+21.8pp |
| Annual return | 0.42% | 3.53%-3.1pp | 35.95%-35.5pp | -7.85%+8.3pp |
| Employer contribution / active EE | $779 | $2,173-64.1% | $2,837-72.5% | $2,597-70.0% |
| Participant deferral / active EE | $1,085 | $3,779-71.3% | $4,656-76.7% | $4,028-73.1% |
| Admin fee / account holder | $1,539 | $6,113-74.8% | $7,493-79.5% | $5,404-71.5% |