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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 | $30,763 | $110,083-72.1% | $151,628-79.7% | $68,495-55.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.44% | -10.12%-8.3pp | 3.34%-21.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,967 | $4,470-33.6% | $6,165-51.9% | $2,596+14.3% |
| Participant deferral / active EE | $2,477 | $6,526-62.0% | $8,363-70.4% | $4,028-38.5% |
| Admin fee / account holder | $3,717 | $7,718-51.8% | $11,613-68.0% | $5,403-31.2% |