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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 | $33,570 | $110,083-69.5% | $151,639-77.9% | $68,486-51.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.11% | -10.12%-6.0pp | 3.34%-19.4pp | -7.85%-8.3pp |
| Employer contribution / active EE | $1,537 | $4,470-65.6% | $6,165-75.1% | $2,597-40.8% |
| Participant deferral / active EE | $1,807 | $6,526-72.3% | $8,363-78.4% | $4,028-55.1% |
| Admin fee / account holder | $6,845 | $7,718-11.3% | $11,613-41.1% | $5,404+26.7% |