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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 | $16,672 | $87,060-80.9% | $105,591-84.2% | $80,911-79.4% |
| Participation rate | 70.5% | 70.4%0pp | 75.3%-4.8pp | 67.6%+2.8pp |
| Annual return | 10.72% | 17.05%-6.3pp | 116.43%-105.7pp | 35.63%-24.9pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,166-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $893 | $3,986-77.6% | $5,008-82.2% | $4,297-79.2% |
| Admin fee / account holder | $19,396 | $8,442+129.7% | $11,024+75.9% | $6,935+179.7% |