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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 | $12,088 | $73,019-83.4% | $90,766-86.7% | $68,490-82.4% |
| Participation rate | 73.7% | 70.8%+2.9pp | 75.7%-2.0pp | 67.9%+5.8pp |
| Annual return | -14.80% | -13.81%-1.0pp | -12.16%-2.6pp | -7.85%-7.0pp |
| Employer contribution / active EE | $622 | $2,193-71.7% | $2,922-78.7% | $2,597-76.1% |
| Participant deferral / active EE | $1,581 | $3,626-56.4% | $4,565-65.4% | $4,028-60.8% |
| Admin fee / account holder | $4,484 | $5,897-24.0% | $8,446-46.9% | $5,403-17.0% |