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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 | $29,777 | $110,083-73.0% | $151,628-80.4% | $68,495-56.5% |
| Participation rate | 81.3% | 84.0%-2.7pp | 87.5%-6.2pp | 67.9%+13.4pp |
| Annual return | -6.89% | -10.12%+3.2pp | 3.34%-10.2pp | -7.84%+1.0pp |
| Employer contribution / active EE | $1,392 | $4,470-68.9% | $6,165-77.4% | $2,596-46.4% |
| Participant deferral / active EE | $1,170 | $6,526-82.1% | $8,363-86.0% | $4,028-71.0% |
| Admin fee / account holder | $8,648 | $7,718+12.1% | $11,613-25.5% | $5,403+60.0% |