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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 | $14,459 | $65,437-77.9% | $86,698-83.3% | $66,949-78.4% |
| Participation rate | 98.6% | 75.5%+23.1pp | 76.6%+22.0pp | 69.8%+28.8pp |
| Annual return | -11.32% | -10.91%-0.4pp | 35.96%-47.3pp | 1.57%-12.9pp |
| Employer contribution / active EE | $774 | $2,154-64.1% | $2,837-72.7% | $2,545-69.6% |
| Participant deferral / active EE | $2,017 | $4,102-50.8% | $4,656-56.7% | $4,239-52.4% |
| Admin fee / account holder | $1,106 | $642+72.4% | $7,492-85.2% | $594+86.4% |