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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 | $132,820-76.4% | $203,445-84.6% | $132,820-76.4% |
| Participation rate | 93.3% | 74.3%+19.1pp | 76.8%+16.5pp | 74.3%+19.1pp |
| Annual return | 11.06% | 14.82%-3.8pp | -5.67%+16.7pp | 14.82%-3.8pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $4,770-100.0% | $4,144-100.0% |
| Participant deferral / active EE | $1,133 | $3,980-71.5% | $3,908-71.0% | $3,980-71.5% |
| Admin fee / account holder | $4,920 | $11,722-58.0% | $14,231-65.4% | $11,722-58.0% |