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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 | $21,475 | $72,404-70.3% | $110,243-80.5% | $64,173-66.5% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.6%+21.3pp |
| Annual return | -4.58% | -6.29%+1.7pp | 314.76%-319.3pp | 7.63%-12.2pp |
| Employer contribution / active EE | $909 | $2,282-60.2% | $3,827-76.2% | $2,381-61.8% |
| Participant deferral / active EE | $535 | $3,469-84.6% | $4,672-88.6% | $3,470-84.6% |
| Admin fee / account holder | $397 | $5,664-93.0% | $8,548-95.4% | $4,887-91.9% |