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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 | $24,690 | $69,977-64.7% | $108,582-77.3% | $62,881-60.7% |
| Participation rate | 89.7% | 72.9%+16.8pp | 79.6%+10.1pp | 69.3%+20.4pp |
| Annual return | 31.46% | 10.73%+20.7pp | -51.70%+83.2pp | 20.14%+11.3pp |
| Employer contribution / active EE | $3,750 | $2,135+75.6% | $3,758-0.2% | $2,281+64.4% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $977 | $5,076-80.7% | $7,645-87.2% | $4,296-77.3% |