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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 | $16,938 | $72,272-76.6% | $101,264-83.3% | $79,858-78.8% |
| Participation rate | 77.8% | 68.5%+9.3pp | 75.8%+2.0pp | 69.6%+8.1pp |
| Annual return | 12.38% | 22.30%-9.9pp | 46.48%-34.1pp | 31.72%-19.3pp |
| Employer contribution / active EE | $8,776 | $2,692+226.1% | $3,660+139.8% | $2,471+255.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,868 | $4,401-34.8% | $5,947-51.8% | $5,306-45.9% |