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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 | $23,712 | $82,028-71.1% | $123,105-80.7% | $59,633-60.2% |
| Participation rate | 75.0% | 83.2%-8.2pp | 86.8%-11.8pp | 68.7%+6.3pp |
| Annual return | 0.12% | 5.12%-5.0pp | 13.22%-13.1pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,098 | $4,667-55.1% | $6,229-66.3% | $3,192-34.3% |
| Admin fee / account holder | $2,869 | $5,879-51.2% | $9,014-68.2% | $4,297-33.2% |