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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 | $21,027 | $71,873-70.7% | $86,698-75.7% | $68,490-69.3% |
| Participation rate | 92.8% | 72.2%+20.5pp | 76.6%+16.2pp | 67.9%+24.9pp |
| Annual return | -15.18% | 3.54%-18.7pp | 35.96%-51.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,037 | $2,173-52.3% | $2,837-63.4% | $2,597-60.1% |
| Participant deferral / active EE | $1,291 | $3,779-65.8% | $4,656-72.3% | $4,028-67.9% |
| Admin fee / account holder | $4,053 | $6,110-33.7% | $7,492-45.9% | $5,403-25.0% |