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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 | $143,558 | $258,723-44.5% | $247,553-42.0% | $285,997-49.8% |
| Participation rate | 100.0% | 61.8%+38.2pp | 50.4%+49.6pp | 55.8%+44.2pp |
| Annual return | 10.63% | 34.49%-23.9pp | 32.33%-21.7pp | 24.44%-13.8pp |
| Employer contribution / active EE | $20,929 | $36,001-41.9% | $33,960-38.4% | $41,348-49.4% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $1,107 | $10,641-89.6% | $10,141-89.1% | $22,013-95.0% |