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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 | $13,904 | $56,484-75.4% | $169,452-91.8% | $64,181-78.3% |
| Participation rate | 93.1% | 64.5%+28.6pp | 77.8%+15.3pp | 69.6%+23.5pp |
| Annual return | -3.06% | -1.55%-1.5pp | 1.83%-4.9pp | 7.63%-10.7pp |
| Employer contribution / active EE | $817 | $1,832-55.4% | $4,157-80.4% | $2,381-65.7% |
| Participant deferral / active EE | $520 | $3,448-84.9% | $5,277-90.1% | $3,470-85.0% |
| Admin fee / account holder | $1,252 | $4,174-70.0% | $9,110-86.3% | $4,887-74.4% |