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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 | $27,640 | $86,919-68.2% | $102,457-73.0% | $80,911-65.8% |
| Participation rate | 82.4% | 72.4%+10.0pp | 76.5%+5.9pp | 67.6%+14.7pp |
| Annual return | 10.40% | 18.90%-8.5pp | 29.41%-19.0pp | 35.63%-25.2pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $902 | $4,119-78.1% | $5,054-82.2% | $4,297-79.0% |
| Admin fee / account holder | $9,468 | $8,049+17.6% | $9,451+0.2% | $6,935+36.5% |