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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 | $23,078 | $71,872-67.9% | $86,691-73.4% | $68,495-66.3% |
| Participation rate | 80.9% | 72.2%+8.7pp | 76.6%+4.3pp | 67.9%+13.0pp |
| Annual return | -15.81% | 3.53%-19.3pp | 35.94%-51.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $878 | $3,779-76.8% | $4,656-81.2% | $4,028-78.2% |
| Admin fee / account holder | $3,820 | $6,112-37.5% | $7,492-49.0% | $5,403-29.3% |