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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 | $21,132 | $73,009-71.1% | $90,760-76.7% | $68,486-69.1% |
| Participation rate | 77.6% | 70.8%+6.7pp | 75.7%+1.9pp | 67.9%+9.7pp |
| Annual return | -17.20% | -13.81%-3.4pp | -12.16%-5.0pp | -7.85%-9.3pp |
| Employer contribution / active EE | $814 | $2,193-62.9% | $2,922-72.2% | $2,597-68.7% |
| Participant deferral / active EE | $1,186 | $3,626-67.3% | $4,565-74.0% | $4,028-70.6% |
| Admin fee / account holder | $3,063 | $5,896-48.0% | $8,444-63.7% | $5,404-43.3% |