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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 | $37,944 | $167,415-77.3% | $140,514-73.0% | $198,609-80.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 4.99% | 13.85%-8.9pp | 14.36%-9.4pp | 202.70%-197.7pp |
| Employer contribution / active EE | $6,667 | $4,088+63.1% | $3,378+97.3% | $5,055+31.9% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,614 | $16,730-78.4% | $13,697-73.6% | $19,030-81.0% |