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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 | $30,938 | $123,478-74.9% | $216,567-85.7% | $94,015-67.1% |
| Participation rate | 95.6% | 75.1%+20.5pp | 81.6%+13.9pp | 70.8%+24.8pp |
| Annual return | 12.93% | 23.61%-10.7pp | 12.94%0pp | 17.84%-4.9pp |
| Employer contribution / active EE | $2,941 | $3,136-6.2% | $5,216-43.6% | $2,790+5.4% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $651 | $12,753-94.9% | $21,981-97.0% | $8,951-92.7% |