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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 | $240,754 | $198,945+21.0% | $184,886+30.2% | $248,183-3.0% |
| Participation rate | 100.0% | 57.2%+42.8pp | 47.1%+52.9pp | 45.9%+54.1pp |
| Annual return | 22.54% | 7.15%+15.4pp | 8.32%+14.2pp | 10.21%+12.3pp |
| Employer contribution / active EE | $43,114 | $38,756+11.2% | $30,793+40.0% | $42,272+2.0% |
| Participant deferral / active EE | $0 | $84-100.0% | $90-100.0% | $121-100.0% |
| Admin fee / account holder | $422 | $3,060-86.2% | $2,802-84.9% | $13,518-96.9% |