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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 | $131,167-76.1% | $259,274-87.9% | $131,167-76.1% |
| Participation rate | 93.3% | 70.6%+22.7pp | 77.9%+15.5pp | 70.6%+22.7pp |
| Annual return | 11.06% | 14.69%-3.6pp | -8.64%+19.7pp | 14.69%-3.6pp |
| Employer contribution / active EE | $0 | $3,654-100.0% | $5,859-100.0% | $3,654-100.0% |
| Participant deferral / active EE | $1,133 | $4,079-72.2% | $4,555-75.1% | $4,079-72.2% |
| Admin fee / account holder | $4,920 | $12,045-59.2% | $15,727-68.7% | $12,045-59.2% |