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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 | $14,214 | $60,349-76.4% | $74,184-80.8% | $62,881-77.4% |
| Participation rate | 93.3% | 72.7%+20.6pp | 76.6%+16.7pp | 69.3%+24.0pp |
| Annual return | 7.76% | 21.38%-13.6pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,086 | $2,856-62.0% | $3,550-69.4% | $3,203-66.1% |
| Admin fee / account holder | $501 | $4,261-88.2% | $5,586-91.0% | $4,296-88.3% |