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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 | $15,728 | $58,600-73.2% | $83,327-81.1% | $64,173-75.5% |
| Participation rate | 77.8% | 72.0%+5.7pp | 77.8%0pp | 69.6%+8.2pp |
| Annual return | -6.55% | 9.66%-16.2pp | 10.64%-17.2pp | 7.63%-14.2pp |
| Employer contribution / active EE | $613 | $2,098-70.8% | $3,379-81.9% | $2,381-74.3% |
| Participant deferral / active EE | $1,268 | $4,656-72.8% | $5,565-77.2% | $3,470-63.4% |
| Admin fee / account holder | $2,477 | $9,282-73.3% | $7,540-67.2% | $4,887-49.3% |