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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 | $8,890 | $77,817-88.6% | $123,553-92.8% | $64,173-86.1% |
| Participation rate | 86.0% | 74.7%+11.3pp | 82.3%+3.8pp | 69.6%+16.5pp |
| Annual return | -7.11% | 12.49%-19.6pp | 119.21%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $622 | $3,014-79.4% | $4,628-86.6% | $2,381-73.9% |
| Participant deferral / active EE | $1,098 | $5,240-79.0% | $6,426-82.9% | $3,470-68.4% |
| Admin fee / account holder | $873 | $5,519-84.2% | $9,284-90.6% | $4,887-82.1% |