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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 | $100,194-72.5% | $122,979-77.6% | $86,983-68.3% |
| Participation rate | 78.4% | 73.0%+5.4pp | 77.2%+1.2pp | 69.5%+8.8pp |
| Annual return | 17.09% | 16.47%+0.6pp | 20.12%-3.0pp | 25.83%-8.7pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,679 | $4,133-59.4% | $5,003-66.4% | $4,194-60.0% |
| Admin fee / account holder | $906 | $10,148-91.1% | $12,864-93.0% | $7,856-88.5% |