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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 | $232,404 | $225,449+3.1% | $219,466+5.9% | $237,064-2.0% |
| Participation rate | 100.0% | 50.3%+49.7pp | 44.6%+55.4pp | 45.6%+54.4pp |
| Annual return | 3.36% | 4.17%-0.8pp | 5.00%-1.6pp | 4.16%-0.8pp |
| Employer contribution / active EE | $33,333 | $39,228-15.0% | $35,918-7.2% | $42,918-22.3% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $1,670 | $13,772-87.9% | $13,204-87.4% | $21,465-92.2% |