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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 | $24,345 | $110,083-77.9% | $151,628-83.9% | $68,495-64.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.17% | -10.12%-7.1pp | 3.34%-20.5pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,367 | $4,470-24.7% | $6,165-45.4% | $2,596+29.7% |
| Participant deferral / active EE | $1,504 | $6,526-77.0% | $8,363-82.0% | $4,028-62.7% |
| Admin fee / account holder | $2,902 | $7,718-62.4% | $11,613-75.0% | $5,403-46.3% |