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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 | $66,222 | $212,470-68.8% | $428,620-84.6% | $254,542-74.0% |
| Participation rate | 100.0% | 52.4%+47.6pp | 46.0%+54.0pp | 47.3%+52.7pp |
| Annual return | 5.50% | 21.43%-15.9pp | 20.73%-15.2pp | 12.16%-6.7pp |
| Employer contribution / active EE | $17,063 | $39,472-56.8% | $36,503-53.3% | $44,747-61.9% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $5,009 | $5,476-8.5% | $7,495-33.2% | $17,640-71.6% |