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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 | $23,166 | $67,411-65.6% | $91,004-74.5% | $70,131-67.0% |
| Participation rate | 90.0% | 71.4%+18.6pp | 75.6%+14.4pp | 69.5%+20.5pp |
| Annual return | 13.44% | -40.16%+53.6pp | 4.60%+8.8pp | 73.14%-59.7pp |
| Employer contribution / active EE | $857 | $1,786-52.0% | $2,456-65.1% | $2,342-63.4% |
| Participant deferral / active EE | $1,214 | $2,823-57.0% | $3,548-65.8% | $3,332-63.6% |
| Admin fee / account holder | $987 | $4,236-76.7% | $5,417-81.8% | $4,645-78.7% |