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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 | $14,877 | $56,894-73.9% | $84,753-82.4% | $62,881-76.3% |
| Participation rate | 98.9% | 68.5%+30.3pp | 76.6%+22.3pp | 69.3%+29.6pp |
| Annual return | 6.38% | 6.30%+0.1pp | 22.78%-16.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,247 | $2,400-6.4% | $3,574-37.1% | $2,281-1.5% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $727 | $3,581-79.7% | $5,333-86.4% | $4,296-83.1% |