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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 | $26,796 | $131,835-79.7% | $108,582-75.3% | $273,972-90.2% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 11.00% | -91.57%+102.6pp | -51.70%+62.7pp | 41.46%-30.5pp |
| Employer contribution / active EE | $3,170 | $4,913-35.5% | $3,758-15.7% | $4,869-34.9% |
| Participant deferral / active EE | $1,300 | $5,127-74.6% | $4,311-69.8% | $5,287-75.4% |
| Admin fee / account holder | $661 | $10,253-93.5% | $7,645-91.3% | $10,133-93.5% |