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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 | $23,669 | $82,032-71.1% | $123,106-80.8% | $59,633-60.3% |
| Participation rate | 89.7% | 83.2%+6.5pp | 86.8%+3.0pp | 68.7%+21.1pp |
| Annual return | -0.02% | 5.12%-5.1pp | 13.22%-13.2pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $1,082 | $3,297-67.2% | $5,151-79.0% | $2,203-50.9% |
| Participant deferral / active EE | $1,650 | $4,667-64.6% | $6,229-73.5% | $3,192-48.3% |
| Admin fee / account holder | $912 | $5,881-84.5% | $9,015-89.9% | $4,297-78.8% |