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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 | $189,369 | $212,470-10.9% | $428,620-55.8% | $254,542-25.6% |
| Participation rate | 100.0% | 52.4%+47.6pp | 46.0%+54.0pp | 47.4%+52.6pp |
| Annual return | 22.26% | 21.43%+0.8pp | 20.73%+1.5pp | 12.16%+10.1pp |
| Employer contribution / active EE | $45,000 | $39,472+14.0% | $36,503+23.3% | $44,747+0.6% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $2,346 | $5,476-57.2% | $7,495-68.7% | $17,640-86.7% |