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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 | $9,369 | $64,719-85.5% | $112,249-91.7% | $68,486-86.3% |
| Participation rate | 84.6% | 67.2%+17.5pp | 75.1%+9.6pp | 67.9%+16.7pp |
| Annual return | -15.50% | -11.40%-4.1pp | 27.48%-43.0pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,470 | $2,747-46.5% | $3,636-59.6% | $2,597-43.4% |
| Participant deferral / active EE | $1,292 | $3,565-63.8% | $4,729-72.7% | $4,028-67.9% |
| Admin fee / account holder | $2,401 | $5,232-54.1% | $6,412-62.6% | $5,404-55.6% |