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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 | $31,813 | $110,083-71.1% | $151,639-79.0% | $68,486-53.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.17% | -10.12%-4.0pp | 3.34%-17.5pp | -7.85%-6.3pp |
| Employer contribution / active EE | $3,251 | $4,470-27.3% | $6,165-47.3% | $2,597+25.2% |
| Participant deferral / active EE | $1,502 | $6,526-77.0% | $8,363-82.0% | $4,028-62.7% |
| Admin fee / account holder | $2,371 | $7,718-69.3% | $11,613-79.6% | $5,404-56.1% |