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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 | $10,592 | $49,280-78.5% | $67,313-84.3% | $64,173-83.5% |
| Participation rate | 98.2% | 60.8%+37.5pp | 69.1%+29.2pp | 69.6%+28.7pp |
| Annual return | -6.50% | -1.39%-5.1pp | -4.08%-2.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $332 | $1,668-80.1% | $2,566-87.1% | $2,381-86.1% |
| Participant deferral / active EE | $714 | $2,484-71.3% | $3,568-80.0% | $3,470-79.4% |
| Admin fee / account holder | $2,830 | $3,863-26.7% | $4,507-37.2% | $4,887-42.1% |