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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 | $61,964 | $318,230-80.5% | $306,246-79.8% | $287,034-78.4% |
| Participation rate | 100.0% | 68.8%+31.3pp | 62.9%+37.1pp | 55.9%+44.1pp |
| Annual return | 9.55% | 37.67%-28.1pp | 35.15%-25.6pp | 24.44%-14.9pp |
| Employer contribution / active EE | $11,667 | $48,360-75.9% | $46,389-74.9% | $41,344-71.8% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $841 | $4,311-80.5% | $4,448-81.1% | $22,013-96.2% |