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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 | $17,546 | $81,870-78.6% | $119,622-85.3% | $68,486-74.4% |
| Participation rate | 85.4% | 71.9%+13.5pp | 79.3%+6.2pp | 67.9%+17.5pp |
| Annual return | -16.96% | -23.82%+6.9pp | -14.98%-2.0pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,312 | $2,692-51.2% | $4,232-69.0% | $2,597-49.5% |
| Participant deferral / active EE | $1,448 | $4,148-65.1% | $5,601-74.2% | $4,028-64.1% |
| Admin fee / account holder | $10,958 | $6,583+66.5% | $10,328+6.1% | $5,404+102.8% |