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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 | $78,383 | $142,953-45.2% | $139,743-43.9% | $237,064-66.9% |
| Participation rate | 100.0% | 35.1%+64.9pp | 22.6%+77.4pp | 45.6%+54.4pp |
| Annual return | 4.48% | 4.04%+0.4pp | 4.96%-0.5pp | 4.16%+0.3pp |
| Employer contribution / active EE | $32,959 | $35,442-7.0% | $29,749+10.8% | $42,918-23.2% |
| Participant deferral / active EE | $0 | $26-100.0% | $26-100.0% | $128-100.0% |
| Admin fee / account holder | $557 | $3,549-84.3% | $3,369-83.5% | $21,465-97.4% |