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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 | $28,940 | $202,342-85.7% | $172,752-83.2% | $152,897-81.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1.34% | 1029.83%-1028.5pp | 802.97%-801.6pp | 345.43%-344.1pp |
| Employer contribution / active EE | $3,251 | $5,858-44.5% | $5,144-36.8% | $4,764-31.8% |
| Participant deferral / active EE | $1,463 | $5,948-75.4% | $5,198-71.8% | $5,851-75.0% |
| Admin fee / account holder | $3,950 | $17,111-76.9% | $13,955-71.7% | $11,599-65.9% |