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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 | $27,036 | $94,529-71.4% | $140,019-80.7% | $64,181-57.9% |
| Participation rate | 73.5% | 84.1%-10.6pp | 87.5%-14.0pp | 69.6%+3.9pp |
| Annual return | -7.11% | 7.77%-14.9pp | 651.15%-658.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,589 | $3,812-58.3% | $5,605-71.7% | $2,381-33.3% |
| Participant deferral / active EE | $2,257 | $5,250-57.0% | $6,927-67.4% | $3,470-34.9% |
| Admin fee / account holder | $2,582 | $6,741-61.7% | $10,705-75.9% | $4,887-47.2% |