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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 | $18,186 | $81,870-77.8% | $119,634-84.8% | $68,490-73.4% |
| Participation rate | 76.6% | 71.9%+4.7pp | 79.3%-2.7pp | 67.9%+8.7pp |
| Annual return | -7.34% | -23.82%+16.5pp | -14.98%+7.6pp | -7.85%+0.5pp |
| Employer contribution / active EE | $1,285 | $2,692-52.3% | $4,232-69.6% | $2,597-50.5% |
| Participant deferral / active EE | $1,013 | $4,148-75.6% | $5,601-81.9% | $4,028-74.8% |
| Admin fee / account holder | $1,394 | $6,583-78.8% | $10,329-86.5% | $5,403-74.2% |