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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 | $19,108 | $81,870-76.7% | $119,622-84.0% | $68,486-72.1% |
| Participation rate | 94.3% | 71.9%+22.4pp | 79.3%+15.0pp | 67.9%+26.4pp |
| Annual return | -17.70% | -23.82%+6.1pp | -14.98%-2.7pp | -7.85%-9.8pp |
| Employer contribution / active EE | $2,275 | $2,692-15.5% | $4,232-46.3% | $2,597-12.4% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,376 | $6,583-79.1% | $10,328-86.7% | $5,404-74.5% |