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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 | $23,969 | $94,529-74.6% | $140,019-82.9% | $64,173-62.7% |
| Participation rate | 72.4% | 84.1%-11.7pp | 87.5%-15.1pp | 69.6%+2.8pp |
| Annual return | -2.79% | 7.77%-10.6pp | 651.15%-653.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,248 | $5,250-76.2% | $6,927-82.0% | $3,470-64.0% |
| Admin fee / account holder | $5,808 | $6,741-13.8% | $10,705-45.8% | $4,887+18.8% |