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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 | $15,790 | $71,873-78.0% | $86,698-81.8% | $68,490-76.9% |
| Participation rate | 88.2% | 72.2%+16.0pp | 76.6%+11.6pp | 67.9%+20.3pp |
| Annual return | -14.45% | 3.54%-18.0pp | 35.96%-50.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $1,178 | $2,173-45.8% | $2,837-58.5% | $2,597-54.6% |
| Participant deferral / active EE | $890 | $3,779-76.4% | $4,656-80.9% | $4,028-77.9% |
| Admin fee / account holder | $4,120 | $6,110-32.6% | $7,492-45.0% | $5,403-23.7% |