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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 | $187,429 | $177,834+5.4% | $177,834+5.4% | $254,542-26.4% |
| Participation rate | 100.0% | 58.6%+41.4pp | 39.5%+60.5pp | 47.4%+52.6pp |
| Annual return | 30.87% | 10.65%+20.2pp | 11.67%+19.2pp | 12.16%+18.7pp |
| Employer contribution / active EE | $62,000 | $33,520+85.0% | $28,376+118.5% | $44,747+38.6% |
| Participant deferral / active EE | $0 | $48-100.0% | $46-100.0% | $170-100.0% |
| Admin fee / account holder | $2,126 | $15,617-86.4% | $15,617-86.4% | $17,640-88.0% |