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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 | $4,967 | $202,342-97.5% | $172,753-97.1% | $152,909-96.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.27% | 1029.88%-1029.6pp | 803.00%-802.7pp | 345.46%-345.2pp |
| Employer contribution / active EE | $1,615 | $5,857-72.4% | $5,144-68.6% | $4,764-66.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,525 | $17,112-91.1% | $13,956-89.1% | $11,601-86.9% |