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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 | $21,780 | $67,411-67.7% | $91,004-76.1% | $70,126-68.9% |
| Participation rate | 93.8% | 71.4%+22.4pp | 75.6%+18.1pp | 69.5%+24.2pp |
| Annual return | 14.91% | -40.16%+55.1pp | 4.60%+10.3pp | 73.15%-58.2pp |
| Employer contribution / active EE | $1,183 | $1,786-33.8% | $2,456-51.8% | $2,343-49.5% |
| Participant deferral / active EE | $1,026 | $2,823-63.6% | $3,548-71.1% | $3,332-69.2% |
| Admin fee / account holder | $3,155 | $4,236-25.5% | $5,417-41.8% | $4,645-32.1% |