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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 | $19,034 | $65,704-71.0% | $94,229-79.8% | $59,633-68.1% |
| Participation rate | 73.7% | 72.1%+1.6pp | 78.8%-5.1pp | 68.7%+5.0pp |
| Annual return | -1.83% | 5.22%-7.0pp | 10.68%-12.5pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $1,910 | $2,021-5.5% | $3,587-46.7% | $2,203-13.3% |
| Participant deferral / active EE | $1,345 | $3,143-57.2% | $4,320-68.9% | $3,192-57.9% |
| Admin fee / account holder | $7,341 | $4,265+72.1% | $6,269+17.1% | $4,297+70.8% |