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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 | $23,373 | $71,878-67.5% | $86,698-73.0% | $68,486-65.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.34% | 3.53%-18.9pp | 35.95%-51.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $1,510 | $2,173-30.5% | $2,837-46.8% | $2,597-41.8% |
| Participant deferral / active EE | $533 | $3,779-85.9% | $4,656-88.5% | $4,028-86.8% |
| Admin fee / account holder | $8,997 | $6,113+47.2% | $7,493+20.1% | $5,404+66.5% |