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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 | $21,614 | $69,733-69.0% | $137,474-84.3% | $69,733-69.0% |
| Participation rate | 73.1% | 62.5%+10.6pp | 83.5%-10.4pp | 62.5%+10.6pp |
| Annual return | 12.33% | 15.22%-2.9pp | 11.53%+0.8pp | 15.22%-2.9pp |
| Employer contribution / active EE | $0 | $2,250-100.0% | $5,048-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $951 | $3,054-68.9% | $6,155-84.6% | $3,054-68.9% |
| Admin fee / account holder | $6,402 | $3,102+106.4% | $10,602-39.6% | $3,102+106.4% |