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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 | $10,392 | $47,848-78.3% | $81,473-87.2% | $70,126-85.2% |
| Participation rate | 84.0% | 58.3%+25.7pp | 68.0%+16.0pp | 69.5%+14.5pp |
| Annual return | 15.21% | 27.25%-12.0pp | 38.78%-23.6pp | 73.15%-57.9pp |
| Employer contribution / active EE | $7,221 | $1,527+372.8% | $2,568+181.2% | $2,343+208.2% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,701 | $3,145-14.1% | $4,561-40.8% | $4,645-41.9% |