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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 | $217,616 | $321,431-32.3% | $308,850-29.5% | $248,183-12.3% |
| Participation rate | 85.7% | 52.9%+32.8pp | 48.5%+37.2pp | 45.9%+39.8pp |
| Annual return | 6.41% | 14.95%-8.5pp | 14.41%-8.0pp | 10.21%-3.8pp |
| Employer contribution / active EE | $23,261 | $48,159-51.7% | $45,283-48.6% | $42,272-45.0% |
| Participant deferral / active EE | $0 | $124-100.0% | $125-100.0% | $121-100.0% |
| Admin fee / account holder | $1,679 | $8,071-79.2% | $9,941-83.1% | $13,518-87.6% |