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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 | $188,925 | $222,828-15.2% | $180,484+4.7% | $248,183-23.9% |
| Participation rate | 100.0% | 32.1%+67.9pp | 10.1%+89.9pp | 45.9%+54.1pp |
| Annual return | 8.88% | 3.14%+5.7pp | 10.53%-1.7pp | 10.21%-1.3pp |
| Employer contribution / active EE | $90,232 | $46,562+93.8% | $29,360+207.3% | $42,272+113.5% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $121-100.0% |
| Admin fee / account holder | $444 | $1,524-70.9% | $1,273-65.2% | $13,518-96.7% |