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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 | $13,351 | $71,873-81.4% | $86,698-84.6% | $68,490-80.5% |
| Participation rate | 92.9% | 72.2%+20.6pp | 76.6%+16.3pp | 67.9%+25.0pp |
| Annual return | -18.06% | 3.54%-21.6pp | 35.96%-54.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $1,620 | $2,173-25.5% | $2,837-42.9% | $2,597-37.6% |
| Participant deferral / active EE | $765 | $3,779-79.8% | $4,656-83.6% | $4,028-81.0% |
| Admin fee / account holder | $3,288 | $6,110-46.2% | $7,492-56.1% | $5,403-39.2% |