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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 | $27,378 | $110,083-75.1% | $151,628-81.9% | $68,495-60.0% |
| Participation rate | 79.6% | 84.0%-4.3pp | 87.5%-7.9pp | 67.9%+11.7pp |
| Annual return | -14.11% | -10.12%-4.0pp | 3.34%-17.4pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,400 | $4,470-68.7% | $6,165-77.3% | $2,596-46.1% |
| Participant deferral / active EE | $2,582 | $6,526-60.4% | $8,363-69.1% | $4,028-35.9% |
| Admin fee / account holder | $1,615 | $7,718-79.1% | $11,613-86.1% | $5,403-70.1% |