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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 | $30,001 | $110,083-72.7% | $151,645-80.2% | $68,490-56.2% |
| Participation rate | 84.9% | 84.0%+1.0pp | 87.5%-2.6pp | 67.9%+17.0pp |
| Annual return | -16.41% | -10.12%-6.3pp | 3.34%-19.7pp | -7.85%-8.6pp |
| Employer contribution / active EE | $2,022 | $4,470-54.8% | $6,165-67.2% | $2,597-22.1% |
| Participant deferral / active EE | $2,636 | $6,526-59.6% | $8,363-68.5% | $4,028-34.5% |
| Admin fee / account holder | $429 | $7,718-94.4% | $11,614-96.3% | $5,403-92.1% |