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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 | $19,904 | $71,873-72.3% | $86,698-77.0% | $68,490-70.9% |
| Participation rate | 82.4% | 72.2%+10.1pp | 76.6%+5.8pp | 67.9%+14.5pp |
| Annual return | -15.48% | 3.54%-19.0pp | 35.96%-51.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $713 | $2,173-67.2% | $2,837-74.9% | $2,597-72.5% |
| Participant deferral / active EE | $1,620 | $3,779-57.1% | $4,656-65.2% | $4,028-59.8% |
| Admin fee / account holder | $674 | $6,110-89.0% | $7,492-91.0% | $5,403-87.5% |