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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 | $25,979 | $110,083-76.4% | $151,628-82.9% | $68,495-62.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.65% | -10.12%-3.5pp | 3.34%-17.0pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,075 | $4,470-53.6% | $6,165-66.3% | $2,596-20.1% |
| Participant deferral / active EE | $1,814 | $6,526-72.2% | $8,363-78.3% | $4,028-55.0% |
| Admin fee / account holder | $2,298 | $7,718-70.2% | $11,613-80.2% | $5,403-57.5% |