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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 | $85,003 | $198,945-57.3% | $184,886-54.0% | $248,183-65.7% |
| Participation rate | 100.0% | 57.2%+42.8pp | 47.1%+52.9pp | 45.9%+54.1pp |
| Annual return | 4.99% | 7.15%-2.2pp | 8.32%-3.3pp | 10.21%-5.2pp |
| Employer contribution / active EE | $14,554 | $38,756-62.4% | $30,793-52.7% | $42,272-65.6% |
| Participant deferral / active EE | $0 | $84-100.0% | $90-100.0% | $121-100.0% |
| Admin fee / account holder | $7,828 | $3,060+155.8% | $2,802+179.3% | $13,518-42.1% |