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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 | $110,190 | $321,431-65.7% | $308,850-64.3% | $248,183-55.6% |
| Participation rate | 100.0% | 52.9%+47.1pp | 48.5%+51.5pp | 45.9%+54.1pp |
| Annual return | -2.66% | 14.95%-17.6pp | 14.41%-17.1pp | 10.21%-12.9pp |
| Employer contribution / active EE | $40,000 | $48,159-16.9% | $45,283-11.7% | $42,272-5.4% |
| Participant deferral / active EE | $0 | $124-100.0% | $125-100.0% | $121-100.0% |
| Admin fee / account holder | $3,841 | $8,071-52.4% | $9,941-61.4% | $13,518-71.6% |