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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 | $31,712 | $94,529-66.5% | $140,019-77.4% | $64,173-50.6% |
| Participation rate | 93.7% | 84.1%+9.6pp | 87.5%+6.2pp | 69.6%+24.1pp |
| Annual return | -6.30% | 7.77%-14.1pp | 651.15%-657.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,324 | $3,812-65.3% | $5,605-76.4% | $2,381-44.4% |
| Participant deferral / active EE | $1,655 | $5,250-68.5% | $6,927-76.1% | $3,470-52.3% |
| Admin fee / account holder | $7,765 | $6,741+15.2% | $10,705-27.5% | $4,887+58.9% |