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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 | $135,053 | $212,470-36.4% | $428,620-68.5% | $254,542-46.9% |
| Participation rate | 100.0% | 52.4%+47.6pp | 46.0%+54.0pp | 47.3%+52.7pp |
| Annual return | 23.31% | 21.43%+1.9pp | 20.73%+2.6pp | 12.16%+11.1pp |
| Employer contribution / active EE | $84,186 | $39,472+113.3% | $36,503+130.6% | $44,747+88.1% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $936 | $5,476-82.9% | $7,495-87.5% | $17,640-94.7% |