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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 | $97,268 | $62,467+55.7% | $128,366-24.2% | $46,757+108.0% |
| Participation rate | 100.0% | 15.3%+84.7pp | 19.3%+80.7pp | 11.3%+88.7pp |
| Annual return | 10.71% | 11.00%-0.3pp | 9.39%+1.3pp | 10.41%+0.3pp |
| Employer contribution / active EE | $6,187 | $16,132-61.6% | $33,466-81.5% | $14,691-57.9% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $1,449 | $1,085+33.6% | $2,132-32.0% | $2,646-45.2% |