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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 | $76,769 | $321,431-76.1% | $308,850-75.1% | $248,183-69.1% |
| Participation rate | 100.0% | 52.9%+47.1pp | 48.5%+51.5pp | 45.9%+54.1pp |
| Annual return | 6.78% | 14.95%-8.2pp | 14.41%-7.6pp | 10.21%-3.4pp |
| Employer contribution / active EE | $24,298 | $48,159-49.5% | $45,283-46.3% | $42,272-42.5% |
| Participant deferral / active EE | $0 | $124-100.0% | $125-100.0% | $121-100.0% |
| Admin fee / account holder | $674 | $8,071-91.7% | $9,941-93.2% | $13,518-95.0% |