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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 | $60,239 | $225,449-73.3% | $219,466-72.6% | $237,064-74.6% |
| Participation rate | 100.0% | 50.3%+49.7pp | 44.6%+55.4pp | 45.6%+54.4pp |
| Annual return | 0.27% | 4.17%-3.9pp | 5.00%-4.7pp | 4.16%-3.9pp |
| Employer contribution / active EE | $12,710 | $39,228-67.6% | $35,918-64.6% | $42,918-70.4% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $2,778 | $13,772-79.8% | $13,204-79.0% | $21,465-87.1% |