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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 | $14,229 | $71,878-80.2% | $86,698-83.6% | $68,486-79.2% |
| Participation rate | 76.7% | 72.2%+4.4pp | 76.6%+0.1pp | 67.9%+8.8pp |
| Annual return | 0.00% | 3.53%-3.5pp | 35.95%-35.9pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,043 | $2,173-52.0% | $2,837-63.2% | $2,597-59.9% |
| Participant deferral / active EE | $1,311 | $3,779-65.3% | $4,656-71.8% | $4,028-67.4% |
| Admin fee / account holder | $420 | $6,113-93.1% | $7,493-94.4% | $5,404-92.2% |