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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 | $89,498 | $186,219-51.9% | $201,582-55.6% | $286,788-68.8% |
| Participation rate | 100.0% | 37.2%+62.8pp | 23.6%+76.4pp | 37.6%+62.4pp |
| Annual return | 5.69% | 8.34%-2.6pp | 11.08%-5.4pp | 9.30%-3.6pp |
| Employer contribution / active EE | $12,590 | $35,279-64.3% | $28,418-55.7% | $43,746-71.2% |
| Participant deferral / active EE | $0 | $94-100.0% | $86-100.0% | $83-100.0% |
| Admin fee / account holder | $446 | $7,234-93.8% | $6,559-93.2% | $12,596-96.5% |