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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 | $21,018 | $71,872-70.8% | $86,691-75.8% | $68,495-69.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.70% | 3.53%-22.2pp | 35.94%-54.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,480 | $2,173-31.9% | $2,837-47.8% | $2,596-43.0% |
| Participant deferral / active EE | $1,569 | $3,779-58.5% | $4,656-66.3% | $4,028-61.1% |
| Admin fee / account holder | $649 | $6,112-89.4% | $7,492-91.3% | $5,403-88.0% |