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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 | $10,046 | $52,678-80.9% | $75,784-86.7% | $59,633-83.2% |
| Participation rate | 71.4% | 67.2%+4.2pp | 75.8%-4.4pp | 68.7%+2.8pp |
| Annual return | -2.17% | 2.95%-5.1pp | 9.68%-11.9pp | 2041.40%-2043.6pp |
| Employer contribution / active EE | $5,799 | $2,193+164.4% | $3,323+74.5% | $2,203+163.3% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $8,709 | $3,610+141.3% | $5,300+64.3% | $4,297+102.7% |