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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 | $106,485 | $266,915-60.1% | $319,010-66.6% | $349,369-69.5% |
| Participation rate | 100.0% | 55.4%+44.6pp | 47.0%+53.0pp | 44.4%+55.6pp |
| Annual return | -5.44% | 12.39%-17.8pp | 10.22%-15.7pp | -14.65%+9.2pp |
| Employer contribution / active EE | $18,554 | $53,662-65.4% | $51,205-63.8% | $46,321-59.9% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $324 | $9,726-96.7% | $10,810-97.0% | $14,582-97.8% |