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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 | $10,988 | $58,587-81.2% | $83,322-86.8% | $64,173-82.9% |
| Participation rate | 73.3% | 72.0%+1.3pp | 77.8%-4.4pp | 69.6%+3.8pp |
| Annual return | -5.42% | 9.65%-15.1pp | 10.64%-16.1pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,423 | $4,654-69.4% | $5,565-74.4% | $3,470-59.0% |
| Admin fee / account holder | $1,645 | $9,279-82.3% | $7,540-78.2% | $4,887-66.3% |