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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 | $16,362 | $71,873-77.2% | $86,698-81.1% | $68,490-76.1% |
| Participation rate | 88.3% | 72.2%+16.1pp | 76.6%+11.7pp | 67.9%+20.4pp |
| Annual return | -11.37% | 3.54%-14.9pp | 35.96%-47.3pp | -7.85%-3.5pp |
| Employer contribution / active EE | $954 | $2,173-56.1% | $2,837-66.4% | $2,597-63.2% |
| Participant deferral / active EE | $1,115 | $3,779-70.5% | $4,656-76.0% | $4,028-72.3% |
| Admin fee / account holder | $2,315 | $6,110-62.1% | $7,492-69.1% | $5,403-57.1% |