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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 | $36,458 | $262,251-86.1% | $250,986-85.5% | $287,034-87.3% |
| Participation rate | 100.0% | 61.9%+38.1pp | 50.6%+49.4pp | 55.9%+44.1pp |
| Annual return | 7.79% | 34.48%-26.7pp | 32.32%-24.5pp | 24.44%-16.6pp |
| Employer contribution / active EE | $19,922 | $36,000-44.7% | $33,960-41.3% | $41,341-51.8% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $343 | $10,641-96.8% | $10,141-96.6% | $22,013-98.4% |