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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 | $18,336 | $71,873-74.5% | $86,698-78.9% | $68,490-73.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.60% | 3.54%-18.1pp | 35.96%-50.6pp | -7.85%-6.7pp |
| Employer contribution / active EE | $1,566 | $2,173-28.0% | $2,837-44.8% | $2,597-39.7% |
| Participant deferral / active EE | $1,186 | $3,779-68.6% | $4,656-74.5% | $4,028-70.6% |
| Admin fee / account holder | $1,165 | $6,110-80.9% | $7,492-84.5% | $5,403-78.4% |