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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 | $13,964 | $72,177-80.7% | $115,038-87.9% | $59,633-76.6% |
| Participation rate | 75.8% | 72.6%+3.2pp | 81.4%-5.6pp | 68.7%+7.1pp |
| Annual return | -2.40% | 12.02%-14.4pp | 26.14%-28.5pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $2,447 | $2,841-13.9% | $4,608-46.9% | $2,203+11.1% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,191 | $4,927-75.8% | $8,175-85.4% | $4,297-72.3% |