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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 | $10,278 | $72,269-85.8% | $101,271-89.9% | $79,852-87.1% |
| Participation rate | 82.5% | 68.5%+14.0pp | 75.8%+6.7pp | 69.6%+12.9pp |
| Annual return | 13.38% | 22.29%-8.9pp | 46.48%-33.1pp | 31.72%-18.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $617 | $3,282-81.2% | $4,371-85.9% | $3,740-83.5% |
| Admin fee / account holder | $697 | $4,401-84.2% | $5,948-88.3% | $5,306-86.9% |