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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 | $17,235 | $71,873-76.0% | $86,698-80.1% | $68,490-74.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -11.57% | 3.54%-15.1pp | 35.96%-47.5pp | -7.85%-3.7pp |
| Employer contribution / active EE | $1,030 | $2,173-52.6% | $2,837-63.7% | $2,597-60.3% |
| Participant deferral / active EE | $1,201 | $3,779-68.2% | $4,656-74.2% | $4,028-70.2% |
| Admin fee / account holder | $16,564 | $6,110+171.1% | $7,492+121.1% | $5,403+206.6% |