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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 | $10,857 | $71,878-84.9% | $86,698-87.5% | $68,486-84.1% |
| Participation rate | 97.8% | 72.2%+25.6pp | 76.6%+21.2pp | 67.9%+29.9pp |
| Annual return | -16.95% | 3.53%-20.5pp | 35.95%-52.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,541 | $2,173-29.1% | $2,837-45.7% | $2,597-40.6% |
| Participant deferral / active EE | $846 | $3,779-77.6% | $4,656-81.8% | $4,028-79.0% |
| Admin fee / account holder | $2,525 | $6,113-58.7% | $7,493-66.3% | $5,404-53.3% |