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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 | $123,992 | $149,104-16.8% | $144,462-14.2% | $248,183-50.0% |
| Participation rate | 100.0% | 33.7%+66.3pp | 11.7%+88.3pp | 45.9%+54.1pp |
| Annual return | 5.39% | 5.28%+0.1pp | 16.78%-11.4pp | 10.21%-4.8pp |
| Employer contribution / active EE | $49,500 | $35,590+39.1% | $26,328+88.0% | $42,272+17.1% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $925 | $24,636-96.2% | $20,893-95.6% | $13,518-93.2% |