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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 | $9,605 | $71,878-86.6% | $86,698-88.9% | $68,486-86.0% |
| Participation rate | 81.1% | 72.2%+8.8pp | 76.6%+4.5pp | 67.9%+13.2pp |
| Annual return | -10.72% | 3.53%-14.3pp | 35.95%-46.7pp | -7.85%-2.9pp |
| Employer contribution / active EE | $787 | $2,173-63.8% | $2,837-72.3% | $2,597-69.7% |
| Participant deferral / active EE | $1,224 | $3,779-67.6% | $4,656-73.7% | $4,028-69.6% |
| Admin fee / account holder | $23,386 | $6,113+282.6% | $7,493+212.1% | $5,404+332.8% |