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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 | $15,427 | $64,719-76.2% | $112,249-86.3% | $68,486-77.5% |
| Participation rate | 96.2% | 67.2%+29.0pp | 75.1%+21.1pp | 67.9%+28.3pp |
| Annual return | -10.05% | -11.40%+1.3pp | 27.48%-37.5pp | -7.85%-2.2pp |
| Employer contribution / active EE | $9,898 | $2,747+260.4% | $3,636+172.2% | $2,597+281.2% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $809 | $5,232-84.5% | $6,412-87.4% | $5,404-85.0% |