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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 | $27,369 | $105,284-74.0% | $150,734-81.8% | $94,015-70.9% |
| Participation rate | 75.6% | 71.7%+3.8pp | 78.4%-2.9pp | 70.8%+4.7pp |
| Annual return | 14.93% | 15.67%-0.7pp | 600.81%-585.9pp | 17.84%-2.9pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,048 | $4,274-75.5% | $5,610-81.3% | $4,249-75.3% |
| Admin fee / account holder | $6,347 | $9,839-35.5% | $14,905-57.4% | $8,951-29.1% |