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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 | $111,472 | $253,814-56.1% | $226,711-50.8% | $222,458-49.9% |
| Participation rate | 100.0% | 61.5%+38.5pp | 48.3%+51.7pp | 48.7%+51.3pp |
| Annual return | -3.11% | -1.65%-1.5pp | -1.71%-1.4pp | -2.16%-0.9pp |
| Employer contribution / active EE | $35,983 | $52,988-32.1% | $45,357-20.7% | $42,949-16.2% |
| Participant deferral / active EE | $0 | $180-100.0% | $175-100.0% | $153-100.0% |
| Admin fee / account holder | $893 | $8,341-89.3% | $7,161-87.5% | $12,572-92.9% |