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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 | $17,306 | $64,729-73.3% | $112,263-84.6% | $68,490-74.7% |
| Participation rate | 96.8% | 67.2%+29.6pp | 75.1%+21.7pp | 67.9%+28.9pp |
| Annual return | 22.74% | -11.40%+34.1pp | 27.49%-4.8pp | -7.85%+30.6pp |
| Employer contribution / active EE | $941 | $2,746-65.7% | $3,636-74.1% | $2,597-63.8% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $429 | $5,222-91.8% | $6,410-93.3% | $5,403-92.1% |