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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 | $14,651 | $62,583-76.6% | $76,767-80.9% | $64,173-77.2% |
| Participation rate | 78.1% | 72.8%+5.3pp | 77.0%+1.2pp | 69.6%+8.6pp |
| Annual return | -5.77% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $586 | $1,832-68.0% | $2,485-76.4% | $2,381-75.4% |
| Participant deferral / active EE | $596 | $3,145-81.0% | $3,852-84.5% | $3,470-82.8% |
| Admin fee / account holder | $1,175 | $4,667-74.8% | $6,675-82.4% | $4,887-76.0% |