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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 | $53,941 | $268,458-79.9% | $264,156-79.6% | $237,064-77.2% |
| Participation rate | 81.8% | 50.9%+30.9pp | 45.6%+36.2pp | 45.6%+36.2pp |
| Annual return | 0.84% | 4.72%-3.9pp | 4.74%-3.9pp | 4.16%-3.3pp |
| Employer contribution / active EE | $18,182 | $48,881-62.8% | $46,220-60.7% | $42,918-57.6% |
| Participant deferral / active EE | $0 | $242-100.0% | $248-100.0% | $128-100.0% |
| Admin fee / account holder | $493 | $12,218-96.0% | $12,050-95.9% | $21,465-97.7% |