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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 | $5,036 | $64,729-92.2% | $112,263-95.5% | $68,490-92.6% |
| Participation rate | 95.3% | 67.2%+28.2pp | 75.1%+20.3pp | 67.9%+27.5pp |
| Annual return | 5.69% | -11.40%+17.1pp | 27.49%-21.8pp | -7.85%+13.5pp |
| Employer contribution / active EE | $1,822 | $2,746-33.6% | $3,636-49.9% | $2,597-29.8% |
| Participant deferral / active EE | $391 | $3,566-89.0% | $4,729-91.7% | $4,028-90.3% |
| Admin fee / account holder | $1,121 | $5,222-78.5% | $6,410-82.5% | $5,403-79.3% |