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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 | $21,183 | $167,533-87.4% | $151,645-86.0% | $134,545-84.3% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -13.67% | 7.81%-21.5pp | 3.34%-17.0pp | 418.37%-432.0pp |
| Employer contribution / active EE | $1,921 | $6,828-71.9% | $6,165-68.8% | $4,742-59.5% |
| Participant deferral / active EE | $3,198 | $8,985-64.4% | $8,363-61.8% | $6,401-50.0% |
| Admin fee / account holder | $7,394 | $13,781-46.3% | $11,614-36.3% | $11,431-35.3% |