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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 | $12,291 | $72,177-83.0% | $115,038-89.3% | $59,633-79.4% |
| Participation rate | 72.1% | 72.6%-0.4pp | 81.4%-9.2pp | 68.7%+3.5pp |
| Annual return | -1.73% | 12.02%-13.7pp | 26.14%-27.9pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $471 | $2,841-83.4% | $4,608-89.8% | $2,203-78.6% |
| Participant deferral / active EE | $1,631 | $4,783-65.9% | $6,026-72.9% | $3,192-48.9% |
| Admin fee / account holder | $612 | $4,927-87.6% | $8,175-92.5% | $4,297-85.8% |