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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 | $130,412 | $295,923-55.9% | $239,403-45.5% | $382,429-65.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.2%+17.8pp | 87.7%+12.3pp |
| Annual return | 8.45% | 1.75%+6.7pp | 3.34%+5.1pp | 248.85%-240.4pp |
| Employer contribution / active EE | $13,075 | $5,859+123.2% | $4,656+180.8% | $8,036+62.7% |
| Participant deferral / active EE | $0 | $4,814-100.0% | $4,239-100.0% | $5,727-100.0% |
| Admin fee / account holder | $3,813 | $26,025-85.3% | $21,121-81.9% | $30,732-87.6% |