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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 | $14,935 | $71,878-79.2% | $86,698-82.8% | $68,486-78.2% |
| Participation rate | 96.8% | 72.2%+24.6pp | 76.6%+20.2pp | 67.9%+28.9pp |
| Annual return | -2.70% | 3.53%-6.2pp | 35.95%-38.7pp | -7.85%+5.2pp |
| Employer contribution / active EE | $3,998 | $2,173+84.0% | $2,837+40.9% | $2,597+54.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,688 | $6,113-72.4% | $7,493-77.5% | $5,404-68.8% |