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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 | $59,159 | $62,124-4.8% | $219,333-73.0% | $50,876+16.3% |
| Participation rate | 100.0% | 40.7%+59.3pp | 42.3%+57.7pp | 15.7%+84.3pp |
| Annual return | -1.44% | -1.80%+0.4pp | -2.01%+0.6pp | -7.14%+5.7pp |
| Employer contribution / active EE | $23,055 | $14,777+56.0% | $34,453-33.1% | $14,613+57.8% |
| Participant deferral / active EE | $0 | $11-100.0% | $34-100.0% | $60-100.0% |
| Admin fee / account holder | $677 | $1,779-61.9% | $5,362-87.4% | $1,191-43.1% |