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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 | $228,776 | $71,025+222.1% | $219,466+4.2% | $52,729+333.9% |
| Participation rate | 100.0% | 32.7%+67.3pp | 44.6%+55.4pp | 12.6%+87.4pp |
| Annual return | 6.98% | 4.87%+2.1pp | 5.00%+2.0pp | 4.56%+2.4pp |
| Employer contribution / active EE | $23,338 | $14,613+59.7% | $35,918-35.0% | $15,526+50.3% |
| Participant deferral / active EE | $0 | $54-100.0% | $75-100.0% | $97-100.0% |
| Admin fee / account holder | $398 | $1,874-78.7% | $13,204-97.0% | $1,711-76.7% |