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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 | $29,462 | $109,359-73.1% | $162,185-81.8% | $72,976-59.6% |
| Participation rate | 76.3% | 84.3%-7.9pp | 87.6%-11.2pp | 69.5%+6.8pp |
| Annual return | 19.64% | 25.46%-5.8pp | 115.61%-96.0pp | 81.02%-61.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,142 | $5,481-60.9% | $7,297-70.6% | $3,608-40.6% |
| Admin fee / account holder | $5,202 | $7,972-34.7% | $10,844-52.0% | $5,124+1.5% |