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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 | $11,763 | $71,873-83.6% | $86,698-86.4% | $68,490-82.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.30% | 3.54%-17.8pp | 35.96%-50.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $993 | $2,173-54.3% | $2,837-65.0% | $2,597-61.7% |
| Participant deferral / active EE | $1,437 | $3,779-62.0% | $4,656-69.1% | $4,028-64.3% |
| Admin fee / account holder | $1,171 | $6,110-80.8% | $7,492-84.4% | $5,403-78.3% |