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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 | $10,551 | $56,277-81.3% | $80,976-87.0% | $62,891-83.2% |
| Participation rate | 74.7% | 69.0%+5.7pp | 75.8%-1.1pp | 69.3%+5.4pp |
| Annual return | 6.30% | 22.12%-15.8pp | 17.10%-10.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,408 | $4,195-66.4% | $5,696-75.3% | $3,203-56.0% |
| Admin fee / account holder | $2,301 | $3,741-38.5% | $5,516-58.3% | $4,296-46.4% |