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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 | $17,657 | $171,867-89.7% | $149,721-88.2% | $147,586-88.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.70% | 2113.36%-2105.7pp | 1501.67%-1494.0pp | 578.59%-570.9pp |
| Employer contribution / active EE | $1,790 | $6,275-71.5% | $5,444-67.1% | $4,876-63.3% |
| Participant deferral / active EE | $1,049 | $7,270-85.6% | $6,568-84.0% | $5,439-80.7% |
| Admin fee / account holder | $1,805 | $13,799-86.9% | $11,282-84.0% | $10,886-83.4% |