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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 | $25,201 | $67,411-62.6% | $91,004-72.3% | $70,126-64.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 13.18% | -40.16%+53.3pp | 4.60%+8.6pp | 73.15%-60.0pp |
| Employer contribution / active EE | $1,129 | $1,786-36.8% | $2,456-54.0% | $2,343-51.8% |
| Participant deferral / active EE | $1,107 | $2,823-60.8% | $3,548-68.8% | $3,332-66.8% |
| Admin fee / account holder | $820 | $4,236-80.6% | $5,417-84.9% | $4,645-82.3% |