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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 | $164,789 | $315,136-47.7% | $286,273-42.4% | $254,542-35.3% |
| Participation rate | 100.0% | 37.3%+62.7pp | 30.6%+69.4pp | 47.4%+52.6pp |
| Annual return | 3.33% | 10.25%-6.9pp | 10.78%-7.4pp | 12.16%-8.8pp |
| Employer contribution / active EE | $29,681 | $47,546-37.6% | $41,857-29.1% | $44,747-33.7% |
| Participant deferral / active EE | $0 | $65-100.0% | $59-100.0% | $170-100.0% |
| Admin fee / account holder | $1,329 | $103,433-98.7% | $83,605-98.4% | $17,640-92.5% |