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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 | $16,009 | $64,729-75.3% | $112,263-85.7% | $68,490-76.6% |
| Participation rate | 82.8% | 67.2%+15.6pp | 75.1%+7.7pp | 67.9%+14.9pp |
| Annual return | -11.31% | -11.40%+0.1pp | 27.49%-38.8pp | -7.85%-3.5pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $983 | $3,566-72.4% | $4,729-79.2% | $4,028-75.6% |
| Admin fee / account holder | $2,376 | $5,222-54.5% | $6,410-62.9% | $5,403-56.0% |