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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 | $14,477 | $72,177-79.9% | $115,038-87.4% | $59,633-75.7% |
| Participation rate | 79.3% | 72.6%+6.8pp | 81.4%-2.1pp | 68.7%+10.6pp |
| Annual return | -1.14% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $1,481 | $2,841-47.9% | $4,608-67.9% | $2,203-32.7% |
| Participant deferral / active EE | $1,711 | $4,783-64.2% | $6,026-71.6% | $3,192-46.4% |
| Admin fee / account holder | $590 | $4,927-88.0% | $8,175-92.8% | $4,297-86.3% |