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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 | $123,677 | $295,923-58.2% | $239,403-48.3% | $382,429-67.7% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.2%+6.7pp | 87.7%+1.1pp |
| Annual return | 13.55% | 1.75%+11.8pp | 3.34%+10.2pp | 248.85%-235.3pp |
| Employer contribution / active EE | $0 | $5,859-100.0% | $4,656-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $2,711 | $4,814-43.7% | $4,239-36.0% | $5,727-52.7% |
| Admin fee / account holder | $2,485 | $26,025-90.5% | $21,121-88.2% | $30,732-91.9% |