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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $188,991 | $202,389-6.6% | $198,173-4.6% | $248,183-23.9% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 3.02% | 9.90%-6.9pp | 10.16%-7.1pp | 10.21%-7.2pp |
| Employer contribution / active EE | $15,857 | $36,071-56.0% | $33,192-52.2% | $42,272-62.5% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $602 | $7,397-91.9% | $7,531-92.0% | $13,518-95.5% |