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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 | $12,001 | $86,949-86.2% | $102,460-88.3% | $80,959-85.2% |
| Participation rate | 87.9% | 72.4%+15.5pp | 76.5%+11.4pp | 67.7%+20.2pp |
| Annual return | 15.68% | 18.89%-3.2pp | 29.47%-13.8pp | 35.67%-20.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,764 | $4,121-57.2% | $5,056-65.1% | $4,300-59.0% |
| Admin fee / account holder | $1,398 | $8,048-82.6% | $9,460-85.2% | $6,925-79.8% |