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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 | $12,697 | $54,541-76.7% | $78,778-83.9% | $70,124-81.9% |
| Participation rate | 81.1% | 60.8%+20.3pp | 69.2%+11.9pp | 69.5%+11.5pp |
| Annual return | 16.66% | 21.07%-4.4pp | 35.62%-19.0pp | 73.14%-56.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $795 | $2,210-64.0% | $2,958-73.1% | $3,332-76.1% |
| Admin fee / account holder | $6,543 | $3,709+76.4% | $5,134+27.5% | $4,645+40.9% |