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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 | $18,189 | $67,602-73.1% | $82,312-77.9% | $70,126-74.1% |
| Participation rate | 76.5% | 72.8%+3.7pp | 76.9%-0.4pp | 69.5%+6.9pp |
| Annual return | 17.09% | 21.57%-4.5pp | 25.88%-8.8pp | 73.15%-56.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,092 | $2,987-63.5% | $3,706-70.5% | $3,332-67.2% |
| Admin fee / account holder | $1,113 | $4,512-75.3% | $5,608-80.2% | $4,645-76.1% |