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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 | $10,591 | $76,401-86.1% | $106,387-90.0% | $64,173-83.5% |
| Participation rate | 73.3% | 73.5%-0.2pp | 77.5%-4.1pp | 69.6%+3.8pp |
| Annual return | -6.02% | -2.19%-3.8pp | 0.25%-6.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $725 | $2,680-73.0% | $3,520-79.4% | $2,381-69.6% |
| Participant deferral / active EE | $1,583 | $4,274-63.0% | $5,421-70.8% | $3,470-54.4% |
| Admin fee / account holder | $9,619 | $4,610+108.6% | $7,510+28.1% | $4,887+96.8% |