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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 | $22,194 | $65,704-66.2% | $94,229-76.4% | $59,633-62.8% |
| Participation rate | 71.7% | 72.1%-0.4pp | 78.8%-7.1pp | 68.7%+3.0pp |
| Annual return | -0.36% | 5.22%-5.6pp | 10.68%-11.0pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $536 | $2,021-73.5% | $3,587-85.1% | $2,203-75.7% |
| Participant deferral / active EE | $1,182 | $3,143-62.4% | $4,320-72.6% | $3,192-63.0% |
| Admin fee / account holder | $5,734 | $4,265+34.5% | $6,269-8.5% | $4,297+33.4% |