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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 | $21,921 | $167,522-86.9% | $151,639-85.5% | $134,532-83.7% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.5pp |
| Annual return | -19.12% | 7.81%-26.9pp | 3.34%-22.5pp | 418.27%-437.4pp |
| Employer contribution / active EE | $2,653 | $6,828-61.1% | $6,165-57.0% | $4,741-44.0% |
| Participant deferral / active EE | $2,735 | $8,986-69.6% | $8,363-67.3% | $6,401-57.3% |
| Admin fee / account holder | $2,414 | $13,780-82.5% | $11,613-79.2% | $11,429-78.9% |