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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 | $32,310 | $110,083-70.6% | $151,645-78.7% | $68,490-52.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.52% | -10.12%-7.4pp | 3.34%-20.9pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,628 | $4,470-63.6% | $6,165-73.6% | $2,597-37.3% |
| Participant deferral / active EE | $1,561 | $6,526-76.1% | $8,363-81.3% | $4,028-61.3% |
| Admin fee / account holder | $3,434 | $7,718-55.5% | $11,614-70.4% | $5,403-36.4% |