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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 | $21,819 | $67,411-67.6% | $91,004-76.0% | $70,126-68.9% |
| Participation rate | 84.4% | 71.4%+13.0pp | 75.6%+8.8pp | 69.5%+14.8pp |
| Annual return | 12.91% | -40.16%+53.1pp | 4.60%+8.3pp | 73.15%-60.2pp |
| Employer contribution / active EE | $2,572 | $1,786+44.0% | $2,456+4.7% | $2,343+9.8% |
| Participant deferral / active EE | $1,203 | $2,823-57.4% | $3,548-66.1% | $3,332-63.9% |
| Admin fee / account holder | $1,791 | $4,236-57.7% | $5,417-66.9% | $4,645-61.4% |