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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 | $148,352 | $138,977+6.7% | $151,941-2.4% | $237,064-37.4% |
| Participation rate | 100.0% | 31.6%+68.4pp | 10.6%+89.4pp | 45.6%+54.4pp |
| Annual return | 4.12% | 0.80%+3.3pp | 5.44%-1.3pp | 4.16%0pp |
| Employer contribution / active EE | $55,264 | $37,563+47.1% | $25,481+116.9% | $42,918+28.8% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $674 | $8,921-92.4% | $11,765-94.3% | $21,465-96.9% |