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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 | $16,062 | $62,583-74.3% | $76,767-79.1% | $64,173-75.0% |
| Participation rate | 96.9% | 72.8%+24.1pp | 77.0%+19.9pp | 69.6%+27.3pp |
| Annual return | -3.91% | -1.95%-2.0pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,349 | $1,832-26.3% | $2,485-45.7% | $2,381-43.3% |
| Participant deferral / active EE | $1,116 | $3,145-64.5% | $3,852-71.0% | $3,470-67.8% |
| Admin fee / account holder | $3,307 | $4,667-29.1% | $6,675-50.5% | $4,887-32.3% |