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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 | $27,636 | $110,083-74.9% | $151,628-81.8% | $68,495-59.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -11.73% | -10.12%-1.6pp | 3.34%-15.1pp | -7.84%-3.9pp |
| Employer contribution / active EE | $1,940 | $4,470-56.6% | $6,165-68.5% | $2,596-25.3% |
| Participant deferral / active EE | $1,416 | $6,526-78.3% | $8,363-83.1% | $4,028-64.8% |
| Admin fee / account holder | $2,776 | $7,718-64.0% | $11,613-76.1% | $5,403-48.6% |