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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 | $190,316 | $239,436-20.5% | $227,282-16.3% | $286,788-33.6% |
| Participation rate | 100.0% | 42.0%+58.0pp | 35.4%+64.6pp | 37.6%+62.4pp |
| Annual return | 1.22% | 10.53%-9.3pp | 10.75%-9.5pp | 9.30%-8.1pp |
| Employer contribution / active EE | $58,200 | $37,410+55.6% | $35,170+65.5% | $43,748+33.0% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $691 | $4,800-85.6% | $4,611-85.0% | $12,596-94.5% |