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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 | $95,404-71.1% | $113,397-75.7% | $82,637-66.6% |
| Participation rate | 78.4% | 72.8%+5.6pp | 76.5%+1.9pp | 68.1%+10.3pp |
| Annual return | 17.09% | 19.08%-2.0pp | 23.20%-6.1pp | 53.51%-36.4pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,679 | $4,220-60.2% | $5,076-66.9% | $4,126-59.3% |
| Admin fee / account holder | $906 | $9,168-90.1% | $11,957-92.4% | $7,339-87.7% |