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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 | $16,980 | $62,583-72.9% | $76,767-77.9% | $64,173-73.5% |
| Participation rate | 97.3% | 72.8%+24.5pp | 77.0%+20.3pp | 69.6%+27.7pp |
| Annual return | -5.04% | -1.95%-3.1pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $927 | $1,832-49.4% | $2,485-62.7% | $2,381-61.1% |
| Participant deferral / active EE | $577 | $3,145-81.7% | $3,852-85.0% | $3,470-83.4% |
| Admin fee / account holder | $2,231 | $4,667-52.2% | $6,675-66.6% | $4,887-54.4% |