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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 | $143,577 | $202,389-29.1% | $198,173-27.5% | $248,183-42.1% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 13.45% | 9.90%+3.6pp | 10.16%+3.3pp | 10.21%+3.2pp |
| Employer contribution / active EE | $33,219 | $36,071-7.9% | $33,192+0.1% | $42,272-21.4% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $1,681 | $7,397-77.3% | $7,531-77.7% | $13,518-87.6% |