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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 | $27,318 | $110,083-75.2% | $151,645-82.0% | $68,490-60.1% |
| Participation rate | 91.9% | 84.0%+7.9pp | 87.5%+4.4pp | 67.9%+24.0pp |
| Annual return | -15.65% | -10.12%-5.5pp | 3.34%-19.0pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,528 | $4,470-65.8% | $6,165-75.2% | $2,597-41.2% |
| Participant deferral / active EE | $2,650 | $6,526-59.4% | $8,363-68.3% | $4,028-34.2% |
| Admin fee / account holder | $1,580 | $7,718-79.5% | $11,614-86.4% | $5,403-70.8% |