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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 | $31,894 | $110,083-71.0% | $151,645-79.0% | $68,490-53.4% |
| Participation rate | 89.2% | 84.0%+5.2pp | 87.5%+1.7pp | 67.9%+21.3pp |
| Annual return | -3.39% | -10.12%+6.7pp | 3.34%-6.7pp | -7.85%+4.5pp |
| Employer contribution / active EE | $1,906 | $4,470-57.4% | $6,165-69.1% | $2,597-26.6% |
| Participant deferral / active EE | $1,598 | $6,526-75.5% | $8,363-80.9% | $4,028-60.3% |
| Admin fee / account holder | $1,932 | $7,718-75.0% | $11,614-83.4% | $5,403-64.2% |