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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 | $144,476 | $239,436-39.7% | $227,282-36.4% | $286,788-49.6% |
| Participation rate | 100.0% | 42.0%+58.0pp | 35.4%+64.6pp | 37.6%+62.4pp |
| Annual return | 8.98% | 10.53%-1.6pp | 10.75%-1.8pp | 9.30%-0.3pp |
| Employer contribution / active EE | $20,361 | $37,410-45.6% | $35,170-42.1% | $43,748-53.5% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $2,632 | $4,800-45.2% | $4,611-42.9% | $12,596-79.1% |