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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 | $22,309 | $94,529-76.4% | $140,019-84.1% | $64,173-65.2% |
| Participation rate | 85.0% | 84.1%+0.9pp | 87.5%-2.5pp | 69.6%+15.4pp |
| Annual return | -5.81% | 7.77%-13.6pp | 651.17%-657.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,311 | $3,812-65.6% | $5,605-76.6% | $2,381-44.9% |
| Participant deferral / active EE | $1,984 | $5,250-62.2% | $6,927-71.4% | $3,470-42.8% |
| Admin fee / account holder | $2,168 | $6,741-67.8% | $10,705-79.7% | $4,887-55.6% |