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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 | $16,184 | $77,817-79.2% | $123,553-86.9% | $64,173-74.8% |
| Participation rate | 97.1% | 74.7%+22.4pp | 82.3%+14.8pp | 69.6%+27.6pp |
| Annual return | -6.27% | 12.49%-18.8pp | 119.21%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $706 | $3,014-76.6% | $4,628-84.7% | $2,381-70.3% |
| Participant deferral / active EE | $852 | $5,240-83.7% | $6,426-86.7% | $3,470-75.4% |
| Admin fee / account holder | $1,233 | $5,519-77.7% | $9,284-86.7% | $4,887-74.8% |