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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 | $128,395 | $252,625-49.2% | $220,144-41.7% | $382,429-66.4% |
| Participation rate | 91.3% | 88.1%+3.2pp | 84.8%+6.5pp | 87.7%+3.6pp |
| Annual return | 10.56% | -1.59%+12.2pp | -0.63%+11.2pp | 248.85%-238.3pp |
| Employer contribution / active EE | $0 | $7,607-100.0% | $6,623-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $1,356 | $4,939-72.6% | $4,718-71.3% | $5,727-76.3% |
| Admin fee / account holder | $6,900 | $17,846-61.3% | $15,617-55.8% | $30,732-77.5% |