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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 | $156,587 | $261,171-40.0% | $252,559-38.0% | $222,458-29.6% |
| Participation rate | 100.0% | 58.0%+42.0pp | 50.9%+49.1pp | 48.7%+51.3pp |
| Annual return | -0.89% | -1.71%+0.8pp | -1.68%+0.8pp | -2.16%+1.3pp |
| Employer contribution / active EE | $55,000 | $47,449+15.9% | $44,959+22.3% | $42,949+28.1% |
| Participant deferral / active EE | $0 | $326-100.0% | $330-100.0% | $153-100.0% |
| Admin fee / account holder | $11,011 | $14,004-21.4% | $12,994-15.3% | $12,572-12.4% |