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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 | $13,177 | $71,878-81.7% | $86,698-84.8% | $68,486-80.8% |
| Participation rate | 89.1% | 72.2%+16.9pp | 76.6%+12.5pp | 67.9%+21.2pp |
| Annual return | -17.63% | 3.53%-21.2pp | 35.95%-53.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,084 | $2,173-50.1% | $2,837-61.8% | $2,597-58.3% |
| Participant deferral / active EE | $1,416 | $3,779-62.5% | $4,656-69.6% | $4,028-64.8% |
| Admin fee / account holder | $1,674 | $6,113-72.6% | $7,493-77.7% | $5,404-69.0% |