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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 | $28,716 | $82,028-65.0% | $123,105-76.7% | $59,633-51.8% |
| Participation rate | 90.3% | 83.2%+7.1pp | 86.8%+3.5pp | 68.7%+21.7pp |
| Annual return | -1.43% | 5.12%-6.5pp | 13.22%-14.6pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $1,408 | $3,297-57.3% | $5,151-72.7% | $2,203-36.1% |
| Participant deferral / active EE | $2,072 | $4,667-55.6% | $6,229-66.7% | $3,192-35.1% |
| Admin fee / account holder | $1,551 | $5,879-73.6% | $9,014-82.8% | $4,297-63.9% |