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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 | $12,023 | $72,404-83.4% | $110,243-89.1% | $64,173-81.3% |
| Participation rate | 82.8% | 73.3%+9.4pp | 79.8%+2.9pp | 69.6%+13.2pp |
| Annual return | -4.10% | -6.29%+2.2pp | 314.76%-318.9pp | 7.63%-11.7pp |
| Employer contribution / active EE | $588 | $2,282-74.2% | $3,827-84.6% | $2,381-75.3% |
| Participant deferral / active EE | $1,332 | $3,469-61.6% | $4,672-71.5% | $3,470-61.6% |
| Admin fee / account holder | $2,560 | $5,664-54.8% | $8,548-70.1% | $4,887-47.6% |