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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 | $24,972 | $82,028-69.6% | $123,105-79.7% | $59,633-58.1% |
| Participation rate | 89.5% | 83.2%+6.3pp | 86.8%+2.7pp | 68.7%+20.8pp |
| Annual return | 0.75% | 5.12%-4.4pp | 13.22%-12.5pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,466 | $4,667-68.6% | $6,229-76.5% | $3,192-54.1% |
| Admin fee / account holder | $5,439 | $5,879-7.5% | $9,014-39.7% | $4,297+26.6% |