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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 | $222,310 | $278,553-20.2% | $267,477-16.9% | $349,369-36.4% |
| Participation rate | 100.0% | 44.1%+55.9pp | 35.5%+64.5pp | 44.4%+55.6pp |
| Annual return | -5.67% | -41.92%+36.2pp | -38.86%+33.2pp | -14.65%+9.0pp |
| Employer contribution / active EE | $42,787 | $40,095+6.7% | $37,752+13.3% | $46,321-7.6% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $754 | $15,763-95.2% | $16,942-95.6% | $14,582-94.8% |