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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 | $5,331 | $72,177-92.6% | $115,037-95.4% | $59,633-91.1% |
| Participation rate | 84.8% | 72.6%+12.3pp | 81.4%+3.5pp | 68.7%+16.2pp |
| Annual return | -1.74% | 12.02%-13.8pp | 26.14%-27.9pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $2,589 | $2,841-8.9% | $4,608-43.8% | $2,203+17.5% |
| Participant deferral / active EE | $474 | $4,783-90.1% | $6,026-92.1% | $3,192-85.1% |
| Admin fee / account holder | $1,242 | $4,927-74.8% | $8,175-84.8% | $4,297-71.1% |