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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 | $8,119 | $59,813-86.4% | $79,580-89.8% | $68,486-88.1% |
| Participation rate | 85.3% | 61.1%+24.2pp | 69.5%+15.8pp | 67.9%+17.4pp |
| Annual return | 1.39% | -12.30%+13.7pp | 0.15%+1.2pp | -7.85%+9.2pp |
| Employer contribution / active EE | $688 | $1,505-54.3% | $2,413-71.5% | $2,597-73.5% |
| Participant deferral / active EE | $927 | $3,024-69.3% | $3,985-76.7% | $4,028-77.0% |
| Admin fee / account holder | $475 | $4,835-90.2% | $6,835-93.1% | $5,404-91.2% |