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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 | $35,332 | $125,797-71.9% | $170,043-79.2% | $75,173-53.0% |
| Participation rate | 72.5% | 83.6%-11.1pp | 87.0%-14.5pp | 67.2%+5.3pp |
| Annual return | 14.45% | 27.20%-12.7pp | 53.40%-39.0pp | 160.72%-146.3pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,520 | $6,838-63.1% | $10,410-75.8% | $4,126-38.9% |
| Admin fee / account holder | $498 | $8,177-93.9% | $12,824-96.1% | $5,651-91.2% |