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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 | $154,173 | $385,501-60.0% | $350,496-56.0% | $248,183-37.9% |
| Participation rate | 100.0% | 44.6%+55.4pp | 31.4%+68.6pp | 45.9%+54.1pp |
| Annual return | 5.96% | 13.23%-7.3pp | 12.88%-6.9pp | 10.21%-4.3pp |
| Employer contribution / active EE | $8,728 | $45,589-80.9% | $40,010-78.2% | $42,272-79.4% |
| Participant deferral / active EE | $0 | $72-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $17,041 | $7,618+123.7% | $7,226+135.8% | $13,518+26.1% |