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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 | $12,116 | $84,236-85.6% | $170,435-92.9% | $70,126-82.7% |
| Participation rate | 74.0% | 70.8%+3.2pp | 83.6%-9.6pp | 69.5%+4.5pp |
| Annual return | 23.13% | 23.06%+0.1pp | 205.94%-182.8pp | 73.15%-50.0pp |
| Employer contribution / active EE | $2,536 | $3,387-25.1% | $5,432-53.3% | $2,343+8.2% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $27,010 | $5,698+374.0% | $13,881+94.6% | $4,645+481.4% |