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Employer 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 | $90,335 | $344,842-73.8% | $334,005-73.0% | $338,137-73.3% |
| Participation rate | 100.0% | 51.6%+48.4pp | 43.7%+56.3pp | 43.9%+56.1pp |
| Annual return | 1.03% | 10.03%-9.0pp | 9.83%-8.8pp | 13.05%-12.0pp |
| Employer contribution / active EE | $0 | $31,899-100.0% | $30,308-100.0% | $37,647-100.0% |
| Participant deferral / active EE | $1,875 | $67+2710.8% | $66+2733.8% | $49+3742.0% |
| Admin fee / account holder | $990 | $60,407-98.4% | $53,840-98.2% | $30,946-96.8% |