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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 | $10,341 | $67,411-84.7% | $91,004-88.6% | $70,126-85.3% |
| Participation rate | 80.8% | 71.4%+9.4pp | 75.6%+5.2pp | 69.5%+11.2pp |
| Annual return | 13.36% | -40.16%+53.5pp | 4.60%+8.8pp | 73.15%-59.8pp |
| Employer contribution / active EE | $1,407 | $1,786-21.2% | $2,456-42.7% | $2,343-40.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,094 | $4,236-74.2% | $5,417-79.8% | $4,645-76.4% |