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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 | $7,226 | $70,002-89.7% | $115,038-93.7% | $52,331-86.2% |
| Participation rate | 87.3% | 72.1%+15.1pp | 81.4%+5.9pp | 68.1%+19.2pp |
| Annual return | -0.73% | 4.04%-4.8pp | 26.14%-26.9pp | 4.54%-5.3pp |
| Employer contribution / active EE | $1,425 | $2,715-47.5% | $4,608-69.1% | $1,882-24.3% |
| Participant deferral / active EE | $2,016 | $4,920-59.0% | $6,026-66.6% | $3,022-33.3% |
| Admin fee / account holder | $980 | $566+73.1% | $8,175-88.0% | $592+65.6% |