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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 | $9,561 | $87,546-89.1% | $75,784-87.4% | $125,389-92.4% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -2.22% | 13.49%-15.7pp | 9.68%-11.9pp | 282.24%-284.5pp |
| Employer contribution / active EE | $1,258 | $3,930-68.0% | $3,323-62.1% | $4,866-74.1% |
| Participant deferral / active EE | $401 | $4,230-90.5% | $3,652-89.0% | $5,352-92.5% |
| Admin fee / account holder | $490 | $6,503-92.5% | $5,300-90.8% | $9,541-94.9% |