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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 | $27,760 | $87,834-68.4% | $133,975-79.3% | $62,881-55.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 8.00% | 12.05%-4.0pp | 29.29%-21.3pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,949 | $3,482-15.3% | $5,211-43.4% | $2,281+29.3% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $478 | $5,372-91.1% | $9,324-94.9% | $4,296-88.9% |