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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 | $24,867 | $95,404-73.9% | $113,397-78.1% | $82,637-69.9% |
| Participation rate | 87.8% | 72.8%+14.9pp | 76.5%+11.3pp | 68.1%+19.7pp |
| Annual return | 21.01% | 19.08%+1.9pp | 23.20%-2.2pp | 53.51%-32.5pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,935 | $4,220-54.2% | $5,076-61.9% | $4,126-53.1% |
| Admin fee / account holder | $2,415 | $9,168-73.7% | $11,957-79.8% | $7,339-67.1% |