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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 | $27,597 | $95,453-71.1% | $112,040-75.4% | $82,448-66.5% |
| Participation rate | 78.4% | 72.8%+5.6pp | 76.5%+1.9pp | 68.1%+10.3pp |
| Annual return | 17.09% | 23.92%-6.8pp | 24.52%-7.4pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,679 | $4,224-60.2% | $5,098-67.1% | $4,139-59.4% |
| Admin fee / account holder | $906 | $9,013-90.0% | $12,098-92.5% | $7,234-87.5% |