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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 | $12,510 | $58,577-78.6% | $83,323-85.0% | $64,181-80.5% |
| Participation rate | 96.8% | 72.0%+24.7pp | 77.8%+19.0pp | 69.6%+27.2pp |
| Annual return | -5.91% | 9.65%-15.6pp | 10.63%-16.5pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,360 | $2,098-35.2% | $3,379-59.7% | $2,381-42.9% |
| Participant deferral / active EE | $1,480 | $4,654-68.2% | $5,565-73.4% | $3,470-57.3% |
| Admin fee / account holder | $1,161 | $9,275-87.5% | $7,539-84.6% | $4,887-76.2% |