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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 | $10,450 | $100,805-89.6% | $86,698-87.9% | $134,532-92.2% |
| Participation rate | 73.7% | 79.0%-5.3pp | 76.6%-2.9pp | 81.2%-7.5pp |
| Annual return | -18.56% | 29.09%-47.6pp | 35.95%-54.5pp | 418.27%-436.8pp |
| Employer contribution / active EE | $1,272 | $3,490-63.5% | $2,837-55.2% | $4,741-73.2% |
| Participant deferral / active EE | $1,555 | $5,339-70.9% | $4,656-66.6% | $6,401-75.7% |
| Admin fee / account holder | $1,040 | $10,925-90.5% | $7,493-86.1% | $11,429-90.9% |