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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 | $33,209 | $110,083-69.8% | $151,639-78.1% | $68,486-51.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -8.01% | -10.12%+2.1pp | 3.34%-11.3pp | -7.85%-0.2pp |
| Employer contribution / active EE | $1,651 | $4,470-63.1% | $6,165-73.2% | $2,597-36.4% |
| Participant deferral / active EE | $2,062 | $6,526-68.4% | $8,363-75.3% | $4,028-48.8% |
| Admin fee / account holder | $3,209 | $7,718-58.4% | $11,613-72.4% | $5,404-40.6% |