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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 | $17,374 | $71,873-75.8% | $86,698-80.0% | $68,490-74.6% |
| Participation rate | 87.5% | 72.2%+15.3pp | 76.6%+10.9pp | 67.9%+19.6pp |
| Annual return | -17.12% | 3.54%-20.7pp | 35.96%-53.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $931 | $2,173-57.2% | $2,837-67.2% | $2,597-64.2% |
| Participant deferral / active EE | $823 | $3,779-78.2% | $4,656-82.3% | $4,028-79.6% |
| Admin fee / account holder | $7,313 | $6,110+19.7% | $7,492-2.4% | $5,403+35.4% |