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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 | $27,934 | $82,032-65.9% | $123,104-77.3% | $59,632-53.2% |
| Participation rate | 87.1% | 83.2%+3.9pp | 86.8%+0.3pp | 68.7%+18.4pp |
| Annual return | -0.45% | 5.12%-5.6pp | 13.22%-13.7pp | 2041.32%-2041.8pp |
| Employer contribution / active EE | $1,060 | $3,297-67.8% | $5,151-79.4% | $2,203-51.9% |
| Participant deferral / active EE | $2,123 | $4,667-54.5% | $6,230-65.9% | $3,192-33.5% |
| Admin fee / account holder | $6,780 | $5,881+15.3% | $9,015-24.8% | $4,297+57.8% |