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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 | $112,435 | $278,553-59.6% | $267,477-58.0% | $349,369-67.8% |
| Participation rate | 100.0% | 44.1%+55.9pp | 35.5%+64.5pp | 44.4%+55.6pp |
| Annual return | -12.65% | -41.92%+29.3pp | -38.86%+26.2pp | -14.65%+2.0pp |
| Employer contribution / active EE | $17,975 | $40,095-55.2% | $37,752-52.4% | $46,321-61.2% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $1,018 | $15,763-93.5% | $16,942-94.0% | $14,582-93.0% |