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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 | $22,456 | $167,415-86.6% | $140,514-84.0% | $198,609-88.7% |
| Participation rate | 77.3% | 80.9%-3.6pp | 77.8%-0.5pp | 82.4%-5.1pp |
| Annual return | 11.88% | 13.85%-2.0pp | 14.36%-2.5pp | 202.70%-190.8pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $543 | $5,579-90.3% | $4,919-89.0% | $6,977-92.2% |
| Admin fee / account holder | $3,792 | $16,730-77.3% | $13,697-72.3% | $19,030-80.1% |