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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 | $126,142 | $177,834-29.1% | $177,834-29.1% | $254,542-50.4% |
| Participation rate | 100.0% | 58.6%+41.4pp | 39.5%+60.5pp | 47.3%+52.7pp |
| Annual return | 9.09% | 10.65%-1.6pp | 11.67%-2.6pp | 12.16%-3.1pp |
| Employer contribution / active EE | $50,000 | $33,520+49.2% | $28,376+76.2% | $44,747+11.7% |
| Participant deferral / active EE | $0 | $48-100.0% | $46-100.0% | $170-100.0% |
| Admin fee / account holder | $366 | $15,617-97.7% | $15,617-97.7% | $17,640-97.9% |