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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 | $32,662 | $97,550-66.5% | $120,344-72.9% | $87,485-62.7% |
| Participation rate | 74.1% | 72.8%+1.2pp | 76.7%-2.6pp | 68.9%+5.1pp |
| Annual return | 18.25% | 18.41%-0.2pp | 20.30%-2.1pp | 26.06%-7.8pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,852 | $4,230-56.2% | $5,135-63.9% | $4,274-56.7% |
| Admin fee / account holder | $795 | $9,543-91.7% | $12,742-93.8% | $7,775-89.8% |