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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 | $63,890 | $458,700-86.1% | $458,700-86.1% | $338,137-81.1% |
| Participation rate | 100.0% | 46.5%+53.5pp | 39.9%+60.1pp | 43.9%+56.1pp |
| Annual return | 1.07% | 8.40%-7.3pp | 8.58%-7.5pp | 13.05%-12.0pp |
| Employer contribution / active EE | $155,921 | $36,677+325.1% | $33,018+372.2% | $37,651+314.1% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $49-100.0% |
| Admin fee / account holder | $289,942 | $33,172+774.1% | $33,172+774.1% | $30,946+836.9% |