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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 | $20,404 | $71,873-71.6% | $86,698-76.5% | $68,490-70.2% |
| Participation rate | 79.1% | 72.2%+6.8pp | 76.6%+2.5pp | 67.9%+11.2pp |
| Annual return | -13.75% | 3.54%-17.3pp | 35.96%-49.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $664 | $2,173-69.5% | $2,837-76.6% | $2,597-74.4% |
| Participant deferral / active EE | $1,511 | $3,779-60.0% | $4,656-67.6% | $4,028-62.5% |
| Admin fee / account holder | $7,913 | $6,110+29.5% | $7,492+5.6% | $5,403+46.5% |