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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 | $23,922 | $72,404-67.0% | $110,243-78.3% | $64,173-62.7% |
| Participation rate | 86.4% | 73.3%+13.1pp | 79.8%+6.6pp | 69.6%+16.9pp |
| Annual return | -3.10% | -6.29%+3.2pp | 314.76%-317.9pp | 7.63%-10.7pp |
| Employer contribution / active EE | $2,342 | $2,282+2.7% | $3,827-38.8% | $2,381-1.6% |
| Participant deferral / active EE | $1,304 | $3,469-62.4% | $4,672-72.1% | $3,470-62.4% |
| Admin fee / account holder | $4,014 | $5,664-29.1% | $8,548-53.0% | $4,887-17.9% |