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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 | $27,234 | $176,838-84.6% | $146,685-81.4% | $167,518-83.7% |
| Participation rate | 88.9% | 83.6%+5.3pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 12.36% | 24.04%-11.7pp | 22.75%-10.4pp | 478.71%-466.3pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,126 | $6,441-82.5% | $5,507-79.6% | $6,342-82.2% |
| Admin fee / account holder | $3,337 | $13,262-74.8% | $10,281-67.5% | $12,312-72.9% |