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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 | $56,809 | $126,636-55.1% | $312,151-81.8% | $116,462-51.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 89.1%+10.9pp | 74.7%+25.3pp |
| Annual return | 24.36% | 15.31%+9.1pp | 1.82%+22.5pp | 15.65%+8.7pp |
| Employer contribution / active EE | $4,000 | $3,444+16.1% | $8,031-50.2% | $3,231+23.8% |
| Participant deferral / active EE | $0 | $4,369-100.0% | $5,370-100.0% | $3,836-100.0% |
| Admin fee / account holder | $1,565 | $16,098-90.3% | $51,799-97.0% | $12,754-87.7% |