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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 | $40,022 | $257,899-84.5% | $227,317-82.4% | $382,429-89.5% |
| Participation rate | 81.3% | 88.6%-7.4pp | 83.7%-2.5pp | 87.7%-6.5pp |
| Annual return | 15.03% | -6.88%+21.9pp | -6.47%+21.5pp | 248.85%-233.8pp |
| Employer contribution / active EE | $0 | $4,490-100.0% | $3,845-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $2,457 | $4,249-42.2% | $4,124-40.4% | $5,727-57.1% |
| Admin fee / account holder | $3,317 | $12,635-73.7% | $12,529-73.5% | $30,732-89.2% |