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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 | $10,715 | $113,941-90.6% | $94,228-88.6% | $125,388-91.5% |
| Participation rate | 83.3% | 82.9%+0.4pp | 78.8%+4.6pp | 83.2%+0.1pp |
| Annual return | 1.17% | 5.29%-4.1pp | 10.68%-9.5pp | 282.24%-281.1pp |
| Employer contribution / active EE | $1,824 | $4,727-61.4% | $3,587-49.2% | $4,866-62.5% |
| Participant deferral / active EE | $1,404 | $5,179-72.9% | $4,320-67.5% | $5,352-73.8% |
| Admin fee / account holder | $13,121 | $8,392+56.4% | $6,269+109.3% | $9,541+37.5% |