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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 | $29,852 | $110,083-72.9% | $151,645-80.3% | $68,490-56.4% |
| Participation rate | 84.6% | 84.0%+0.7pp | 87.5%-2.9pp | 67.9%+16.7pp |
| Annual return | -14.09% | -10.12%-4.0pp | 3.34%-17.4pp | -7.85%-6.2pp |
| Employer contribution / active EE | $2,769 | $4,470-38.0% | $6,165-55.1% | $2,597+6.6% |
| Participant deferral / active EE | $541 | $6,526-91.7% | $8,363-93.5% | $4,028-86.6% |
| Admin fee / account holder | $9,169 | $7,718+18.8% | $11,614-21.0% | $5,403+69.7% |