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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 | $32,480 | $177,595-81.7% | $148,496-78.1% | $198,609-83.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 9.12% | 9.97%-0.8pp | 12.33%-3.2pp | 202.70%-193.6pp |
| Employer contribution / active EE | $3,333 | $4,098-18.7% | $3,497-4.7% | $5,055-34.1% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $9,579 | $27,010-64.5% | $19,547-51.0% | $19,030-49.7% |