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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 | $31,384 | $121,719-74.2% | $210,053-85.1% | $116,462-73.1% |
| Participation rate | 93.3% | 76.0%+17.3pp | 80.8%+12.5pp | 74.7%+18.6pp |
| Annual return | 11.06% | 14.29%-3.2pp | 232.76%-221.7pp | 15.65%-4.6pp |
| Employer contribution / active EE | $0 | $2,386-100.0% | $4,521-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $1,133 | $3,917-71.1% | $4,238-73.3% | $3,836-70.5% |
| Admin fee / account holder | $4,920 | $13,730-64.2% | $16,990-71.0% | $12,754-61.4% |