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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 | $17,721 | $131,835-86.6% | $108,582-83.7% | $273,972-93.5% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 6.83% | -91.57%+98.4pp | -51.70%+58.5pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,263 | $4,913-74.3% | $3,758-66.4% | $4,869-74.1% |
| Participant deferral / active EE | $1,215 | $5,127-76.3% | $4,311-71.8% | $5,287-77.0% |
| Admin fee / account holder | $1,778 | $10,253-82.7% | $7,645-76.7% | $10,133-82.5% |